Lindsey Meredith, CFP®
Financial Advisor
From a young age, Lindsey Meredith knew how to work and save for what she wanted. She started investing with her dad when she was only in middle school. After earning her Bachelor of Science degree in business from Virginia Tech University, she went on to turn around a failing restaurant while working as the general manager.
Lindsey then achieved her CFP® Certification from the College of Financial Planning. After three years as a financial advisor for Wells Fargo Advisors, Lindsey joined the Heritage Wealth Management team in 2018.
To Lindsey, acquiring more and more money is never the point of someone’s story. She envisions a legacy for her clients that embodies who they are and how money empowers them to live their most fulfilling life, free of financial burdens.
Lindsey lives in Loveland, Ohio with her husband Michael and spoiled-rotten German shorthair pointer Gus. Her free time is spent playing sand volleyball and tending to her vegetable garden.