Linda Beardsley
Edward Jones
Financial Advisor
Financial Services - Employee Benefits
Bio
Financial Advisor partnering with businesses, nonprofits, individuals, and families.
I earned my degree in finance from Bentley University. I have worked in employer services providing payroll, 401k, and benefits. I also have experience with process improvement, change management, systems as well internal audit.
For my clients I create tailored solutions to address various needs, including:
- Businesses who want to invest through their company or develop a strategy for their personal portfolio.
- High net worth clients who are looking for tax sensitive solutions.
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Individual investors who are serious about developing a workable
financial strategy, whether just beginning to save for retirement,
recently retired or interested in estate considerations.
I work closely with my clients and their team of professionals to
personalize strategies and solutions.
On a personal note, I've been living in Colorado for over 14 years.
My husband of 23 years and our kids moved here from the Bay Area, and I
am originally from Boston. We are proud dog owners who enjoy skiing,
running, traveling, scuba diving and enjoying great food with family and
friends.
My family and I enjoy volunteering to help alleviate hunger through Metro Caring,
helping at my kid's school and am the Chairperson of the Bentley
University Colorado Alumni Chapter.
Industry
Linda's Chapters
Join us for a quick one hour meeting to learn more about our organization, the Five Points - (Fri) Chapter, and how being a member will help you accomplish your goals!
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Day:
Fridays
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Time:
8:15am - 9:30am