portrait of Kate Lindell

About Kate

At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals, develop strategies to help you work toward achieving them and partner together over time to help keep you on track.

I am a second-generation wealth management advisor with Edward Jones. My father built the office here in Stockton in 1998, and I began my Edward Jones career in this same office in 2013. I have received the ChFC, CRPS™, AAMS™, CRPC™ professional designations. I became a limited partner...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Business Retirement Plans

Work History

  • Edward JonesMay 2013 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • University of CA-Santa BarbaraBachelor of Arts

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Wine Collecting/Enthusiast
  • Animal Rescue
  • Farming

Team Members

  • Jennifer Thomas
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

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