Lindsay TaylorJ.D., CFP®
Lindsay attended Vanderbilt University, where she received a Bachelor of Science 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. 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 and her two children reside in Glendale. In her spare time, Lindsay enjoys cooking delicious Southern food, playing tennis and spending time with her friends and family.
- Juris Doctor, The University of Tennessee College of Law
- CERTIFIED FINANCIAL PLANNER™
- Series 65
QUESTIONS YOU SHOULD ASK YOUR ADVISOR TEAM
What is your client-to-advisor ratio?
WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR Plan?
WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?
WE ARE YOUR FAMILY CFO
We know what it’s like to guide families through the birth of new children, the death of loved ones and the many joys and trials that come in between. Whether you want to send your kids to their dream school or retire early, your Family CFO is here to guide you. Whether you want to sell your business or sponsor the best retirement plan for your employees, your Family CFO is here to guide you. We are your advocate.