Lindsay Taylor
J.D., CFP®
ltaylor@monetagroup.com
(314) 244-3399
Moneta Senior Advisor Lindsay Taylor focuses on helping her clients as they go through transitions – from marriage to divorce, from first jobs to retirement. She believes helping people navigate expected and unexpected changes in their lives is incredibly meaningful.
Lindsay joined Moneta in 2014 because she wanted to have a broader range of experience helping clients after working in private practice as an estate planning attorney and later running a single-family office. Throughout Lindsay’s entire career, the one consistency has been her desire to serve as a sound, consultative voice for her clients.
Lindsay graduated from Vanderbilt University, where she received a Bachelor of Science degree cum laude 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 cum laude. 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 is a single mom of two children and currently serves as their Uber driver. She loves to cook, travel, and play tennis. In the community, Lindsay currently serves as treasurer of the Parent Association at Central Christian School and on the Development Committee of the Magic House.
Lindsay joined Moneta in 2014 because she wanted to have a broader range of experience helping clients after working in private practice as an estate planning attorney and later running a single-family office. Throughout Lindsay’s entire career, the one consistency has been her desire to serve as a sound, consultative voice for her clients.
Lindsay graduated from Vanderbilt University, where she received a Bachelor of Science degree cum laude 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 cum laude. 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 is a single mom of two children and currently serves as their Uber driver. She loves to cook, travel, and play tennis. In the community, Lindsay currently serves as treasurer of the Parent Association at Central Christian School and on the Development Committee of the Magic House.
- Juris Doctor, The University of Tennessee College of Law
- CERTIFIED FINANCIAL PLANNER™
- Series 65
- West Virginia State Bar, member
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.