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Lindsay Allen, CFP®

ASSOCIATE

Lindsay Allen is responsible for working with clients in financial planning and supports the advisory team in the development and delivery of planning advice. Lindsay also has the responsibility to manage and train other team members at the Ft. Lauderdale office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.

Lindsay joined United Capital Financial Advisors as an intern in 2011. In 2019, United Capital Financial Advisors became what we now know as Goldman Sachs Personal Financial Management.

Lindsay graduated from the University of Central Florida with a Bachelor of Science in Business Administration. In 2011, she graduated with her Master of Business Administration degree from Florida Atlantic University. Lindsay has also earned her Certified Financial Planner (CFP®) designation.

Lindsay enjoys staying active in her free time, hiking, yoga, walking her dog on Ft. Lauderdale beach, traveling and exploring new local restaurants with her friends and family.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co., member FINRA/SIPC. GS&Co. and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

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