Lindsay P. Sawicki, JD, CFA, AIF ™

Senior Portfolio Manager, Director

Ponte Vedra Beach, FL



  • CFA Charterholder


Work Experience

  • Focuses her practice on corporate retirement plans and individual wealth management
  • Says her mission as a financial advisor is to craft tailored solutions that meet her clients’ needs and advance their goals
  • Began her career as a Financial Analyst with BB&T Capital Markets at its headquarters in Winston Salem, North Carolina
  • Was a member of the Florida Law Review and graduated magna cum laude and Order of the Coif (Top 10% of class)
  • Was admitted to the Florida Bar and practiced law as an Associate with Gunster, Yoakley, & Stewart



  • University of Florida, BA in Finance
  • Levin College of Law, Juris Doctor, BS in Finance, BA in Russian

We look forward to learning about your financial goals.