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Lindsey H

CFP®, Series 66

Lexington, TN

Edward Jones

Lindsey Heglar is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Raymond James from 2016 to 2018 and was employed at Dyersburg State Community College from 2009 to 2016. She is a co-owner of Great Western Management, a family real estate business, though she has no day-to-day responsibilities there. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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