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® professional designation. 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 who are currently in college. I am active in my community, having served as president of The Northport Rotary. In my free time, I like to travel, ride bikes 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
- Movies & Entertainment
Phone NumberLizbeth K Lindley at (631) 754-7774
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