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, as well as 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 providing 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. Prior to Pershing, she held various senior positions at Morgan Stanley where she was responsible for the evolution of the firm’s unified managed account platform.
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 sport teams, she enjoys gardening, playing tennis with the family, and trusting the 76ers process. Lindsey is a graduate of Neumann University where she earned a BS in Sports Management and an MS in Organizational & Strategic Leadership.