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 Wealth Advisors, Lindsey was a senior wealth advisor at Adams Hall Wealth Advisors, which was acquired by Mariner Wealth Advisors 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.
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.