CoverProfile

Lindsay Wales

Fixed Income Portfolio Advisor

Buckingham Strategic Wealth

United States, Missouri, St. Louis

About Me

As fixed income portfolio advisor, Lindsay analyzes client portfolios for the most suitable bonds to invest in. By sourcing bonds and executing trades efficiently, Lindsay strives to provide clients with the highest level of service. As part of her role, she stays informed about the yield curve, which is an important factor in fixed income investment decisions. She also maintains a solid understanding of Buckingham’s approach to fixed income so that trades she makes align with an evidence-driven approach to investing. Lindsay genuinely enjoys fixed income and couldn’t see herself in another field. It excites her to see how current events, market news and economic data move interest rates

View more

Profile Information

Fixed Income Portfolio Advisor

Buckingham Strategic Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

St. Louis

Missouri

United States

Jul 30, 2024

More profiles to browse

IR
Irwin Rothenberg
Principal
BG
Bailey Gilliam
Wealth Advisor
Profile Photo
Jared Kizer
Head of Investment Research
Profile Photo
Joe Irish
Wealth Advisor

You Might Like

DH
Dennis Hanson
Principal
Jamison Hanson
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)