Savvy Ladies Volunteers
Volunteer’s Bio
Lindsey has been a dynamic member of The Argentum Group at Morgan Stanley since joining the team in 2012. As a Business Development Associate, she has a dual focus on developing and applying strategies to help enhance practice management and client relationships, as well as the creation and ongoing maintenance of comprehensive and personalized financial plans designed to help address the needs and goals of her clients.
Lindsey has her B.S. in Business Management from Indiana State University, and in 2022, she earned her Certified Financial Planner™ designation. Lindsey is also registered with her FINRA Series 7 and Series 66 licenses.
Lindsey resides in Terre Haute with her husband. She can be found spending time with her family and friends, tending to her garden, hiking, and is currently learning how to sew. Lindsey and her husband love finding new culinary experiences and traveling.
Areas of Expertise (as specified by volunteer)
Budgeting;Investing;Retirement;Wealth Management