Lindsay Novotny

Lindsay Novotny is a Senior Client Service Associate at WMS Partners. Lindsay has over 14 years of experience in the financial services industry, including marketing, investment services support, and client service specialist roles.

Lindsay began their career in 2007 as a Marketing & Investment Services Support at Grant/GrossMendelsohn, LLC. In this role, they were responsible for interacting with clients on a daily basis to fulfill investment-related requests, maintaining company websites, and assisting investment professionals with executing trades and client communications.

In 2015, Lindsay joined Greenspring Advisors as a Client Service Specialist in the Private Client Group. In this role, they were responsible for producing and assembling quarterly performance reports for clients, as well as planning all aspects of the company's annual Client Appreciation Event.

Lindsay has a passion for helping others and takes pride in providing excellent customer service. Lindsay is excited to continue their career at WMS Partners and help clients reach their financial goals.

Alex Aitken - Client Service Associate, Toni Staub - Client Service Associate report to Lindsay Novotny. Some of their coworkers include Zakia K. Weber - Financial Advisor, Te'Chera St. Rose - HR Business Partner, and Paul Lamari - General Counsel, Chief Compliance Officer. Lindsay Novotny reports to Todd M. Wickwire, CEO.