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
Lindsay Wales
Fixed Income Portfolio Advisor
Buckingham Strategic Wealth
United States, Missouri, St. Louis
About Me
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
BT
Brent Thomas
Wealth Advisor
Maryann Vognild
Senior Wealth Advisor
Stephanie Guerin
Wealth Advisor
SM
Sheldon McFarland
Director, Investment Strategy
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC