portrait of Lindsey J Taylor
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Lindsey

At Edward Jones, we strive to make sure clients feel heard and know that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to.

Our number one priority is building relationships and placing our clients' interests first by developing a personalized strategy to help them achieve their goals.

A little about me…

I graduated from the University of Central Florida with a master's in education. My career in education led me to teach for seven years both in the states and abroad. While I'm no longer in the classroom, I'm still...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Values and Faith Based Investing
  • Charitable Giving
  • Wealth Strategies
  • Insurance & Annuities

Certifications

  • ABFP™

    Accredited Behavioral Finance Professional™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Central FloridaMaster of Arts

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Active Lifestyle
  • Traveling
  • Art & Theater

Team Members

  • Tamelene Racy
    Branch Office Administrator

Upcoming Events

  • APR1

    April 1 09:30AM 10:30AM

    Coffee Club

    Coffee Club

    Learn More
  • MAY2

    May 2 10:30AM 11:30AM

    Coffee Club

    Coffee Club

    Learn More

Send Me a Message

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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 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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