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
Office Address160 East Main Street
Huntington, NY 11743
Phone NumberLizbeth K Lindley at (631) 754-7774
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More