Location: McLean, VA
Specialty: Investment and wealth management
Lindsay Garland, CIMA, CES
VP, Financial Planning
Glassman Wealth Services, LLC is a fee-only investment and wealth management firm. Lindsay Garland, VP of financial planning, works to provide process adjustment advice, enhance client service offerings, and build out the staffing structure as the firm continues to grow. She works mostly with individuals and families; her preferred area of focus is to advise families consisting of multiple generations, helping guide them through generational wealth transfers and financial education. Garland often requests approval to speak with clients’ other advisors to establish a collaborative network, as she feels this type of network will better serve her clients’ needs.
QUICK TIP: “The goal is to engage the clients’ accountants, attorneys, etc. to create a comprehensive plan that will benefit the client.”
Garland has obtained two financial certifications: the Certified Investment Management Analyst designation and the Certified Estate and Trust Specialist designation. In her free time, she serves at Jill’s House, an organization that provides respite for families with children who have intellectual disabilities. Garland has also volunteered her time and resources to a variety of other charities, including Habitat for Humanity, Leukemia and Lymphoma Society, Manna Food Center, McLean Bible Church, A Wider Circle and the Cystic Fibrosis Foundation.