Lindsay works with clients to develop and implement individualized planning strategies to help achieve their specific goals. For more than 10 years, Lindsay has been helping entrepreneurs and their families simplify their financial lives. After earning a marketing degree from St. Vincent College, Lindsay earned a Masters in Business Administration from Joseph M. Katz Graduate School of Business, University of Pittsburgh. Prior to joining the Waldron team, Lindsay served ultra-high net worth families with PNC Wealth Management and Wells Fargo Advisors. She is a lifelong learner and has earned numerous certifications. She is a Certified Financial Planner Professional, a Certified Trust and


Lindsay Wilcox
Director - Wealth Planning
Waldron Private Wealth
United States, Pennsylvania, Venetia
About Me
Profile Information
Director - Wealth Planning
Waldron Private Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Venetia
Pennsylvania
United States
Jun 9, 2025
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