Her Story
About Lindsay
Lindsay Walker, CFP®, CLTC®, CEPA® is a dedicated financial advisor who is passionate about helping individuals, families, and business owners navigate their financial lives with confidence and clarity. As a Financial Advisor with Janney Montgomery Scott LLC, she partners closely with clients to develop personalized wealth strategies that align with their long-term goals. Known for her thoughtful, relationship-driven approach, Lindsay enjoys uncovering opportunities that make a meaningful difference, combining attention to detail with creative problem-solving to deliver exceptional client experiences.
With more than two decades of experience in financial services, Lindsay has built a strong foundation in wealth management, investment consulting, risk assessment, and financial planning. Before joining Janney, she served as a Financial Consultant at Fidelity Investments and previously worked with Wells Fargo Advisors and Wachovia Corporation, where she gained valuable expertise in investment management, auditing, and institutional retirement planning. Her desire to provide more personalized guidance and expand the scope of her planning services ultimately led her to Janney, where she has the flexibility to build lasting client relationships and tailor comprehensive financial strategies. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified in Long-Term Care (CLTC®), and Certified Exit Planning Advisor (CEPA®) designations, reflecting her commitment to delivering specialized advice across every stage of a client's financial journey.
Driven by a genuine passion for serving others, Lindsay believes financial planning is about far more than managing money—it's about helping people build the lives they envision. She takes pride in assembling the many pieces of each client's financial puzzle, creating customized strategies that address wealth accumulation, retirement, legacy planning, long-term care, and business transition planning. Through trusted relationships, careful listening, and a commitment to excellence, Lindsay empowers clients to make informed financial decisions and pursue lasting financial security with confidence.
Her Interview
Ten minutes with Lindsay
01What do you attribute your success to?
I attribute my success to dedication, hard work and never passing up a good opportunity to challenge myself and my skills. I enjoy working with people, serving their needs and building relationships based on trust and a love for life and laughter. I am a life-long learner, and I enjoy investing back in myself through continued education and professional designation studies.
02What’s the best career advice you’ve ever received?
Go slow to go fast. Take your time and be thoughtful with your decisions, where you spend your time, and what you promise versus what you can deliver.
03What advice would you give to young women entering your industry?
Stay curious longer! Stay engaged and know that any bumps in the road are a reminder that we are strong and we can endure whatever comes our way good or bad.
04What are the biggest challenges or opportunities in your field right now?
The biggest challenges in my field right now are finding the right platform to get information and education out to more people that need it. While I love Linked In, email, virtual meetings and such it can be challenging to get the information to the people effectively. "What we keep we lose; only what we give remains our own." Quote from St. Catherine's School motto. Another great quote is this: "In America, there are two tax systems: one for the informed and one for the uninformed. Both are legal." -Judge Learned Hand
The biggest opportunities are to share knowledge with clients, prospects and interested parties. I look for ways to explain how clients can be more tax-efficient, how giving to public charities can improve their tax situation and allow them to offset income produced from IRA Roth conversions. I have strong conviction around long-term care planning, and I look forward to the opportunities to explain how it works, why it works well, what it is, when to purchase it and who it makes sense for and who it may not. One of the biggest opportunities is working with business owners. They have built a business and invested all their time and money into that business. I like to help business owners diversify their investment, plan for their personal financial plan while helping them create value in their business. Often times owner will fail to plan personally and then feel apprehensive about transitioning out and selling their business because owning the business is all they know. It can feel scary to move beyond the role as owner. What is their new purpose after the sale?
05What values are most important to you in your work and personal life?
The values that are most important to me are honesty and being trustworthy, living with integrity, acting intentionally and responsibly, feeling confident in my choices, expressing compassion and empathy, living by a strong moral compass, and showing respect always for myself, family, coworkers, clients, neighbors and all humans. I value good habits and being a steward in my profession by pursuing academic excellence in the financial services industry, staying curious longer, using creative thinking to problem solve, having a good attitude through energetic inquiry to continue to strive to reach new levels.
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