As an Edward Jones financial advisor, I strive to make a difference in my clients' lives. I value the relationships I have built based on a deeper understanding of my clients' unique financial needs.
Using an established process, I create personalized strategies designed specifically for my clients' goals. I listen, care and wholeheartedly dedicate myself to helping them achieve their definitions of financial success. Once the strategies are in place, I partner with my clients for life to keep them on track. To provide a comprehensive service, I regularly collaborate with CPAs and attorneys, always respecting confidentiality.
I am honored to serve a variety of clients. I help individual investors and multigenerational families grow and protect wealth. Many of my clients are business owners who appreciate my honesty and dependability. I am especially passionate about educating and empowering women investors.
After earning my MBA from Fordham University, I worked as a foreign exchange trader on Wall Street. I left for a more fulfilling career in which I could help individuals realize their goals and dreams. I joined Edward Jones in 1999, and to better serve my clients, I earned the CFP® certification. My background and knowledge make me uniquely qualified to provide exceptional service.
My husband, Jeff, and I both grew up in Northport and have two children. I am active in my community, having served as president of The Northport Rotary. In my free time, I like to travel, cycle and hike.
I would appreciate the opportunity to meet with you and learn more about your current situation. Working together, we can help you develop a complete, tailored strategy to help achieve your financial goals.
My Personal Interests
- Cycling
- Hiking
- Movies & Entertainment
- Golfing
- Reading
Personal Interests
- Cycling
- Hiking
- Movies & Entertainment
- Golfing
- Reading
Office Information
Phone Number
Lizbeth K Lindley at (631) 754-7774Branch Team
- Ceilann Neber
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 07:00PM |
Tuesday | 09:00AM - 07:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 07:00PM |
Tuesday | 09:00AM - 07:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Ceilann Neber
- Sr. Branch Office Administrator
Branch Team
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