Stacy Lindberg

Stacy Lindberg

Associate, Business Operations Manager, Shepherdstown

Stacy Lindberg, Shepherdstown, is responsible for planning, directing and coordinating daily operations in the Northern Shenandoah Valley - Shepherdstown office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs. Her responsibilities include oversight and revenue potential, revenue tracking, monthly P&L, and budgeting

Stacy brings over 20 years of experience in the financial service industry, nine with HFI Wealth Management and 14 years owning and operating a mortgage company.

Stacy graduated with honors from Shepherd University and holds a BS in Political Science. She also earned a MA from Marshall University.

Stacy lives in Kearneysville, West Virginia, with her husband and two children and enjoys playing tennis, hiking and gardening.

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

Ready to start a conversation? We’re here to listen.


Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you acknowledge that PFM will use your information as described in our Privacy Policy and Terms of Use and you request that we contact you to discuss our products and services. We may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly.

To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.