Moneta Senior Advisor Lindsay Taylor focuses on helping her clients as they go through transitions – from marriage to divorce, from first jobs to retirement. She believes helping people navigate expected and unexpected changes in their lives is incredibly meaningful.

Lindsay joined Moneta in 2014 because she wanted to have a broader range of experience helping clients after working in private practice as an estate planning attorney and later running a single-family office. Throughout Lindsay’s entire career, the one consistency has been her desire to serve as a sound, consultative voice for her clients.

Lindsay graduated from Vanderbilt University, where she received a Bachelor of Science degree cum laude in Political Science with minors in English and Human Resources. Lindsay then advanced to The University of Tennessee College of Law, where she earned her Juris Doctor cum laude. After law school, Lindsay moved to her home state of West Virginia, where she was a practicing estate attorney. In 2010, Lindsay moved to St. Louis and ran a complex family office for four years, which prepared her to be a Family CFO. At Moneta, she enjoys serving a variety of clients and analyzing their financial goals in depth.

Lindsay is a single mom of two children and currently serves as their Uber driver. She loves to cook, travel, and play tennis. In the community, Lindsay currently serves on the Board of Directors for the St. Louis Crisis Nursery, the Development Committee for The Magic House, and as Treasurer of the Parent Association at Central Christian School.

 

• Juris Doctor, The University of Tennessee College of Law
• CERTIFIED FINANCIAL PLANNER™
• Series 65
• West Virginia State Bar, member