Lindsay Berk is a seasoned financial planning professional with a diverse background in client services and financial advisory roles. Experience includes positions as a Planning Consultant at Fidelity Investments and as a Wealth Advisor Planning Associate at Morgan Stanley, where Lindsay developed comprehensive financial plans and provided in-depth insights on retirement planning. Previous roles included Guest Service Agent at DuPont and Brokerage Investment Professional at Vanguard, where Lindsay excelled in client communication and investment education. An academic foundation was established with a Bachelor of Business Administration from Towson University.
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