CoverProfile

Lindsay Wilcox

Director - Wealth Planning

Waldron Private Wealth

United States, Pennsylvania, Venetia

About Me

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

View more

Profile Information

Director - Wealth Planning

Waldron Private Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Venetia

Pennsylvania

United States

Jun 9, 2025

More profiles to browse

MW
Michael Waldron
Planning Analyst
KP
Kaleigh Price
Wealth Planning Analyst
KS
Kevin Searfoss
Senior Wealth Advisor and Wealth Counselor
BW
Bryan Waldron
Director - Wealth Planning and Investment Analyst

You Might Like

RD
Russ Degitz
Principal
Huntington University
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
DH
Dennis Hanson
Principal
Jamison Hanson
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue