CoverProfile

Lynda Elley

Investment Advisor

Copperwynd Financial

United States, Arizona, Scottsdale

About Me

Lynda began her journey into financial planning almost two decades ago, seeking to help women and families who were faced both with children nearing college-age and parents approaching late retirement years – The Sandwich Generation. She brings a combination of compassion and analytical skills to the planning process when you find yourself trying to manage the financial needs of multiple generations.

Profile Information

Investment Advisor

Copperwynd Financial

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Scottsdale

Arizona

United States

Aug 6, 2024

More profiles to browse

Profile Photo
David Daughtrey
Chief Investment Officer

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BM
Ba Minuzzi
Founder & CEO
Umana
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST