Lindsay E. Dillon, CFP®, AAMS®

Team Financial Planning Officer, Vice President

Lindsay joined Lewis Wealth Partners in November 2016, and has served in various roles on the team, including Registered Client Service Associate, Business Development Off icer, and now Team Financial Planning Off icer.

Lindsay has her Series 7, 66, 9 and 10 licenses, as well as her Variable Life, Health and Annuities license. Lindsay is a Certified Financial Planner (CFP ®) and has also attained her Accredited Asset Management Specialist (AAMS®) certification.

She is responsible for directing the team’s financial planning initiatives and working with clients to develop comprehensive financial plans. Lindsay previously worked at Truist as a Financial Planning Officer and at BB&T Securities as a Credit/Margin Specialist and Cash Management Specialist.

Lindsay graduated Cum Laude from Virginia Tech and received her Bachelor of Arts in Political Science. In 2023, she obtained her Master of Business Administration from Wake Forest University.

Lindsay is a member of Greater Richmond SCAN’s Board of Young Professionals, Next Estate Planning Group and Daughters of the American Revolution. Lindsay resides in Bon Air, Virginia, with her fiancé and three pets. In her spare time, she enjoys spending time with friends and family, traveling, camping, hiking and reading.