Lindsey McCool, CFP^®, AEP^®

Designations and licenses

Lindsey is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Estate Planner^® designation.

Experience and education

Lindsey has more than 10 years of experience creating personalized wealth solutions for high-net-worth individuals and families. She also focuses on foundations and their unique needs. Prior to joining Mariner, Lindsey was a senior wealth advisor at Adams Hall Wealth Advisors, which was acquired by Mariner in 2012. Before working at Adams Hall, she was an advisor with J.P. Morgan Chase & Company in Tulsa.

Lindsey holds a bachelor’s degree in marketing with a minor in finance and a master’s certificate in family financial planning, both from Oklahoma State University.

Personal interests

She serves as endowment chairwoman for YWCA Tulsa and is on YWCA Tulsa’s finance committee. Lindsey is a volunteer with Junior Achievement. She also currently shows a Half-Arabian reining horse and is a licensed judge and judges horse shows. She is married with three children and in her free time, she enjoys the outdoors, riding, hunting, children’s sports and serving in her church.

Lindsey’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.