portrait of Lindsey Belo
FINANCIAL ADVISOR
Accepting New Clients
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About Lindsey

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community. With 12 years of experience working in the financial industry, I understand how important financial security is to my clients, as well as the importance of building trusting relationships. I have always wanted to be able to help clients on a deeper level because I love hearing about their lives, coaching them through concerns, and the rewarding feeling of seeing them accomplish their...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Divorce Finances
  • Estate & Legacy Strategies

Work History

  • Edward JonesAugust 2023 to Current
  • Align Credit UnionJanuary 2021 to August 2023

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Camping
  • Music
  • Community Outreach
  • Movies & Entertainment

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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