As Head of Janney’s Advisory Solutions, Lindsey combines her experience in both advisory product and platform development with her understanding of the importance of a comprehensive financial planning service model to deliver a robust platform to Financial Advisors and their clients. The goal is to continue to provide superior support to our Financial Advisors and further evolve Janney’s competitive advisory platform.

Collectively, Lindsey and her team collaborate with Financial Advisors to fully assess client needs and develop and manage Janney’s fee-based platforms, including consulting, design, due diligence, pricing, and program administration. They also focus on providing integrated technology solutions and products that meet individual client needs while delivering scale and efficiency.

Lindsey joined Janney in 2022 and has over 15 years of industry experience. Prior to this role, Lindsey served as Director of BNY Mellon’s PershingX advisory platform. Before joining Pershing, she held various senior positions at Morgan Stanley, where she oversaw the evolution of the firm’s unified managed account platform.

Personal Background

Lindsey loves spending time with her family and giving back to her West Chester, Pennsylvania community. Lindsey serves on the board of the West Chester Downtown Foundation and the Advisory Board of the YMCA. She is married and has two children, Elaine and Tobias.

When not cheering on Philadelphia sports teams, Lindsey enjoys gardening, playing tennis with the family, and trusting the 76ers' process. Lindsey graduated from Neumann University, earning a B.S. in Sports Management and an M.S. in Organizational & Strategic Leadership.