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 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 Alliance Bernstein.

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 July 2018 and are embracing our new Southern lifestyle. Originally from New York, we appreciate the Greensboro foodie scene and the activities this new city has to offer. Also enthusiastic travelers, we take every opportunity to visit new destinations around the country and the world. When we are not planning our next adventure, you can find us spending quality time with family and friends, involving ourselves in our community or cheering on our New York teams: the Giants and the Mets. I am an avid Pure Barre member and spend a lot of time at the studio throughout the week. Something that you may not know: I am a classically trained vocalist – although I now only perform at karaoke nights!