Lyndsey began her career in 2005 as an Investment Associate with McDonald Investments Inc., which became UBS Financial Services in 2007. She brings over 15 years industry experience and an elevated level of energy, professionalism and dedication to the team and our clients

She has a wide range of experience regarding various financial services and is an integral part of developing each client's customized strategy including cash and CD management. She communicates regularly with clients to answer account questions and provides information about the many services available through UBS Financial Services Inc.

Lyndsey graduated from The Ohio State University where she obtained her B.S with focus on Family Financial Management. She currently holds FINRA Series 7 licenses and is working towards the Financial Paraplanner Qualified Professional designation.

Lyndsey and her husband, Phil, reside in Mentor, OH with their three children. Outside of the office, she enjoys travel and outdoor activities with family and friends.

Registered States:
OH