Lindsey Miles

Investment Advisor Representative, Registered Representative

Since taking her initial financial class as a teenager, Lindsey Miles has been fully invested in making strong financial decisions for herself and her family.  Applying what she learned in class, she began her personal 401k investments at age 18 and continued to look for additional opportunities to learn about building strengths in this area.  She was regularly helping her friends and family put together budgets and plans. Her professional career began with 10 years in the Insurance Industry, before realizing her passion lies with helping people meet their financial goals and transitioned into to a career in financial planning. 

Lindsey holds a Series 66, Series 7 and is licensed in Life, Health, Property, Casualty, Disability, Long Term Care and Medicare certified. She graduated from McKendree University with a bachelors in Business Administration.

Lindsey believes that everyone deserves a financial advocate in their corner, which is why she has no minimum investment requirement. She leverages technology to collaborate with clients to build a comprehensive personalized financial plan and help them stay on track.

If you have financial goals in mind, or just want to take back control over your finances, please contact Lindsey today.

Phone (502) 589-0000
Fax (502) 384-1443
Mobile Phone (502) 754-4011