Lindsay Heyman possesses extensive experience in the financial services industry, holding key positions such as Vice President of Transitions at Concurrent and Branch Manager & Financial Advisor at RJFS within Wealth Partners Alliance from May 2019 to July 2023. Prior to this, Lindsay served as a Financial Advisor & Branch Manager at Wealth Partners Alliance and a Client Service Associate at UBS. Educational credentials include a Bachelor of Science in Economics with a Financial Specialization and a Bachelor of Arts in Markets & Culture, both obtained from Southern Methodist University between 2013 and 2017. Lindsay holds multiple licenses, including Series 7, 66, and 9/10.
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