Broker Check

Lindsey Melton

Lindsey Melton

Senior Associate: Investment Management

Lindsey is responsible for trading client accounts and a wide variety of account maintenance activities. She specializes in dotting i’s and crossing t’s to ensure that every last detail is wrapped up and perfect. Lindsey holds a FINRA Seriers 7, 66, and 24 license. She previously worked in the Tysons Corner office where she oversaw the compliance practices of all of the team’s DC-area financial planners. Originally from Oklahoma, she received her degree in International Studies from the University of Oklahoma. In her free time, Lindsey enjoys spending time with her husband and son, cooking and traveling.