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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)

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About Me

Lindsay and her husband, Tom, moved to North Carolina in 2018 and have truly embraced their new Southern lifestyle. Originally from New York, they appreciate the Greensboro foodie scene, fun breweries, parks and the new Tanger Performing Arts Center. Also enthusiastic travelers, they take every opportunity to visit new destinations around the country and the world, especially to visit friends. When they are not planning their next adventure, they are spending quality time with family and friends, helping in the community or learning to be new parents to baby girl, Eliza. Lindsay is also a Pure Barre teacher and enjoys her time at the studio teaching or taking class throughout the week. Something that you may not know: Lindsay is a classically trained vocalist – although she now only performs at karaoke nights!