You can call me Lindsay; my pre-teen twins call me "Mom".
I am a financial advisor with a history in banking. If you would've asked me six years ago where I wanted to be, I would've told you about my experience in foster care and how I was on a journey to become a social worker. However, while getting my bachelor's degree as a single parent, working at a restaurant and working at a local bank, my journey took a different route. I found that I had a passion for helping people reach their financial needs. I loved teaching people how to build their credit, how to save, how to prepare for a mortgage. I loved helping people with their retirement accounts, CDs and college savings plans. This love caused me to venture out and explore opportunities.
I found Edward Jones and I was immediately embraced by the culture and being named one of the top employers for several years in a row. The community of the other financial advisors and the support of home office, along with exceptional firm-provided training, brought me to where I am today. Today, I am able to put my twins on my schedule more. Today, I am able to build long-lasting relationships and serve clients on a much deeper level. First, we work together to discover what is truly important to my clients. Secondly, we build a plan on how to reach what I call "our" goals. And lastly, we partner together to stay on track of our goals with all life's ups and downs.
To me, my clients will never be just a number. My clients will not need to call a 1-800 number. I take pride in helping individuals and families with their financial goals. I have thousands of people and advanced technology supporting my office. So, you don't only get Lindsay. You get an entire team at your side. Please reach out to me today so we can discover your goals. Is it retirement? College savings? Estate Considerations? Investing? Let's take a look at what you're doing now. You would go to the doctor for a second opinion; why not a financial advisor?
My Personal Interests
- Art & Theater
- Health & Nutrition
- Spending Time with Family
Office Address7436 Forest Court Suite 101
Irmo, SC 29063
Phone NumberLindsay Cox at (803) 732-3594
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:30PM|
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