portrait of Lindsey M Heglar

About Lindsey

As an Edward Jones financial advisor, I focus on serving the financial needs of individual investors of all ages and financial means. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. I will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I'm dedicated to providing you top-notch client service.

Originally from Humboldt,...

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • College Savings

Work History

  • Edward JonesNovember 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Union UniversityMaster of Business Admin
  • Univ of MississippiBachelor of Business Admin

Team Members

  • Terry Warren
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

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