Lindsay Wilcox, CFP®, CHFC®

Senior Wealth Planning Analyst

Lindsay joined the planning team in 2021 as a Senior Wealth Planning Analyst. She partners with the investment and planning teams to develop and implement individualized planning strategies in the areas of estate planning, cash flow management, charitable giving, risk management, and taxation. Lindsay has previously held roles with PNC Wealth Management and Wells Fargo Advisors where she served ultra-high net worth families specializing in trust administration and multi-generational wealth transfer.

Outside of the office she owns a fitness studio and volunteers with the ALS Association. Lindsay resides in Peters Township with her husband Chris.

Education & Certifications
B.S. Marketing, St. Vincent College
MBA, University of Pittsburgh – Katz Graduate School of Business
Chartered Financial Consultant

Featured in The News

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We wanted to pass along an update on the quickly changing news over the weekend and the implications to financial markets/economy.  It is important to recognize that the current market and economic conditions are event driven vs. technical driven as we saw in 2008.  The plumbing in the financial markets continues to be fully functioning […]

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