LINDSAY K. MILLS
Wealth Strategy Director
Lindsay Mills is the wealth strategy director for EnVision Financial Group. She brings over 15 years of experience in the financial services industry to the team.
Lindsay executes the trading activities associated with the team’s individual wealth management strategies. EnVision utilizes personalized strategic solutions, not standard or boiler-plate portfolios for the investment management of client assets. The strategies are developed using internal and third-party research and analytic resources. The investment decision-making process involves careful investment selection, awareness to cost and proactive ongoing monitoring regarding changes to individual securities due to financial, market and economic conditions.
Lindsay strives to simplify the financial management responsibilities for clients. This is exemplified through the process and attention to detail that she follows when transferring, titling, consolidating, and/or restructuring client’s assets. She thoroughly explains the process in advance, tracks and reports progress to clients in a concise, understandable and timely format. Her goal is to deliver memorable, personalized service, and she is committed to understanding each client and their individual needs.
Prior to EnVision Financial Group, Lindsay served as a registered senior client associate at Bank of America/Merrill Lynch. During her career, she has also held positions at two other major brokerage firms.
Lindsay earned her Bachelor of Science degree in finance from Shippensburg University. She also holds the Series 7 and 66 licenses and has received advanced securities portfolio trading training.
Lindsay and her sons, Cameron and Jordan, live in Lancaster, Pennsylvania. In her free time, she is actively involved with her church and volunteers at her children’s schools.
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