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Lindsay Stuart Location
Portland, OR, US
Lindsay Stuart Work
2026 -now Manager, Sr. Financial Planner @
2025 -2026 Sr. Financial Planner @
2019 -2025 Associate Advisor @
2018 -2018 Paraplanner @
2017 -2018 Financial Consultant Partner @
2015 -2017 Sr. Client Relationship Specialist @
2013 -2015 Sr. Client Consultant, High Net Worth @
2022 -2023 Financial Advisor @
2015 -2018 Financial Consultant Partner @
Lindsay Stuart Education
Arizona State University
Bachelor of Arts (BA) (Psychology)
2011-2014
Scottsdale Community College
English (English)
2008-2010
Scottsdale Community College
(English)
2008-2010
Lindsay Stuart Summary
Lindsay Stuart, based in Portland, OR, US, is currently a Manager, Sr. Financial Planner at Mercer Advisors. Lindsay Stuart brings experience from previous roles at Mercer Advisors, Moss Adams and Charles Schwab. Lindsay Stuart holds a 2011 - 2014 Bachelor of Arts (BA) in Psychology @ Arizona State University. Lindsay Stuart has 3 emails on RocketReach.
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