Lindsay Brock, CFP®
Wealth Management Advisor
Greensboro, NC | 336-230-1811
Overview
Lindsay is an advisor in the SFG Greensboro office, helping clients uncover their needs and achieve their financial goals, working closely with individuals and families to simplify the complexities of significant wealth by developing strategies in investment management, estate and financial planning. Lindsay’s role at SFG focuses on financial planning where she creates multiple scenarios taking into consideration changing market conditions, personal circumstances and significant life events. This approach allows clients to determine the way they can achieve balance between living for today and saving for tomorrow
Lindsay’s background includes more than a decade of experience as a fiduciary, including client service, financial planning and investment consulting. Prior to joining SFG, Lindsay was with Fiduciary Investment Advisors (FIA) in Connecticut, and before that, in New York City at Bernstein Global Wealth Management, a unit of AllianceBernstein.
Education
BA – Political Science; Minor in Pre-Law, State University of New York at Potsdam
Credentials & Professional Associations
CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner
FINRA Series 65 Licensed
National Association of Personal Financial Advisors (NAPFA)
Financial Planning Association (FPA)
Lindsay is currently a 2020 CFA® Level I Candidate.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Community Service
Active member of the Junior League of Greensboro:
Treasurer Elect, January 2020-May 2021
Treasurer, June 2021-May 2022
Past Planning Committee Member of the American Heart Association’s Connecticut Heart Ball
Past Member of Hartford Young Professionals and Entrepreneurs (“HYPE”) and MetroHartford Alliance
Past Secretary and Member of 85 Broads New York Chapter (now known as Ellevate)
About Me
My husband, Tom, and I moved to North Carolina in 2018 and have since added to our family two children, Eliza and Nate, and our “pocket pit” rescue dog, Zoe. We try to take every opportunity to visit new destinations around the world, especially to visit friends located across the country. We also love to spend time with our family both in the Triangle and Charlotte areas, help in the community, and appreciate the Greensboro foodie scene, breweries, parks and the Tanger Performing Arts Center. I also am a dedicated Pure Barre teacher for fun and enjoy also taking class throughout the week. Something that you may not know is that I am a classically trained vocalist – although I now only perform at karaoke nights!