Tyler Lindsey, CPA, CPFA

Investment Advisor Representative, Certified Public Accountant

Education

Tyler Lindsey is a Financial Advisor, Certified Public Accountant, and Certified Plan Fiduciary Advisor whose expertise includes comprehensive financial planning, wealth management, and investment strategies. As a Financial Advisor and CPA, Tyler’s knowledge of tax planning and preparation allows him to provide clients with a clear picture of their financial position from both an investment and tax perspective. He enjoys helping clients succeed in building, protecting, and growing their wealth through all stages of life.

Outside of work Tyler lives in his hometown of Raleigh, North Carolina with his wife Emily and their two dogs Luke and Bella. In his free time Tyler enjoys traveling, fishing and attending ECU games.

Achievements

East Carolina University
Bachelors of Science in Business Administration – Management Accounting

Masters of Science in Accounting

Securities Series 7 & 66 Along with Life Products license.

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