Michael Lindsey

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Hanover, PA 17331

Credentials

Series 66

Industry experience

8 years

Expertise

General retirement planning Wealth management ESG / Sustainable investing

Work history

Edward Jones

2017 - Present (9 years)

Unemployed

2016 - 2017 (1 year)

Nine West Group Inc

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Daniel R

Series 63, Series 66

Gettysburg, PA

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Nathan F

Series 66

New Oxford, PA

Edward Jones

General retirement planning Wealth management General estate planning guidance

Kara M

Series 66

York, PA

Fidelity

Kara Mikotowicz is a Planning Consultant at Fidelity Investments, where she collaborates with local Financial Consultants to understand clients' financial situations and assist them in working toward their financial goals. She focuses on helping clients develop financial plans tailored to their priorities and aspirations. Kara's professional experience includes roles as a Financial Advisor at American Wealth Strategy Group from 2021 to 2022, a Senior Financial Consultant at T. Rowe Price from 2020 to 2021, and a Financial Consultant at T. Rowe Price from 2019 to 2020. Through these positions, she has gained experience in financial advising and consulting. Outside of her professional work, Kara enjoys family activities, football, golf, pets, reading, and traveling.

General retirement planning Income planning Cash flow / budgeting

Andrew C

Series 66

Hanover, PA

Edward Jones

Retirement income strategy Business exit / sale strategy Wealth management

Kara R

Series 66

York, PA

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Inheritance planning Financial Professional

Ty W

Series 63, Series 65

York, PA

Merrill

Ty Wilkinson is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in networking with realtors and supporting business acquisitions through alternative financing solutions tailored to real estate and business transactions. He collaborates with a team of specialists to provide goals-based wealth management services to families, accomplished professionals, and successful business owners, focusing on delivering customized advice and a disciplined investing approach. Wilkinson's expertise includes college education planning, divorce transition planning, personal retirement planning, tax minimization, and retirement income strategies. He holds a bachelor's degree from Shippensburg University. A lifetime resident of central Pennsylvania, he describes himself as passionate, caring, and ambitious, and values cultivating long-term client relationships by providing exceptional service. Outside of work, his interests include hunting, music, skiing, swimming, and watching movies.

Real estate investing Private / alternative investments Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner Real Estate Professional Parents Established Professionals
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