Lindsay Brock
CFP®
Wealth Advisor, Executive Director
Lindsay Brock is a Wealth Advisor at HTSW (formerly Stearns Financial Group), serving clients throughout North Carolina. With nearly two decades of experience in the wealth management industry, Lindsay specializes as a fiduciary wealth advisor in comprehensive and complex multigenerational financial planning and with clarity, warmth, and precision. Her work centers on helping clients build, grow, and protect wealth in ways that thoughtfully align with real life, evolving priorities, and long-term goals. Lindsay works closely with young professionals, growing and multigenerational families, and individuals navigating major financial transitions. Her areas of expertise include investment management, retirement planning strategies, tax planning, and coordinated multigenerational planning. Clients often seek Lindsay out for her ability to simplify complex decisions without losing strategic depth, and for her deeply personal, collaborative approach. She believes the strongest financial plans are built when strategy aligns with real life, evolving priorities, and long-term values.
Education and community leadership play a central role in Lindsay’s career. One of her passions is teaching financial literacy to high school students throughout the school year through classroom instruction, workshops, and digital platforms. She is deeply committed to helping the next generation build confidence with money early, before life’s larger financial decisions arrive. Lindsay also serves on the board of the Greensboro Parks Foundation and is an active member of the Women’s Professional Forum and the Junior League of Greensboro, where she continues her commitment to service, leadership, and professional connection.
Outside the office, Lindsay brings the same warmth, energy, and authenticity to her personal life that clients experience in their work together. She holds the CERTIFIED FINANCIAL PLANNER® designation and brings both technical knowledge and lived experience to her work. As a parent to two young children, she understands firsthand the importance of building financial security, flexibility, and opportunity for families over time. Lindsay enjoys spending time with family and friends, exploring new destinations, and taking advantage of Greensboro’s food and entertainment scene. A fun fact many clients enjoy learning is that Lindsay is a classically trained vocalist, though these days her performances are happily reserved for karaoke nights. Clients are drawn to working with Lindsay for her rare blend of experience, approachability, and thoughtful strategy, and for a planning relationship that feels both personal and deeply trusted.
