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  2. Lindsey R. Menezes

Lindsey R. Menezes

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Lindsey R. Menezes
Financial Advisor
Phone: 
215-230-8640
E-mail: 
lmenezes@foundationsfinancial.com

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Lindsey is a Financial Advisor with Foundations Financial Partners, LLC providing insurance, investment solutions, and comprehensive financial planning services to individuals, families, and small businesses. She holds FINRA Series 7 and 66 registrations and is a licensed life, accident, and health insurance professional.

Lindsey obtained her Bachelor of Science in Finance from Grove City College in 2019. She received the Franklin C. Ketler Mathematics Prize, which is awarded to the graduating senior with the highest GPA in mathematics courses at Grove City College. She also served as President of the Grove City College Prison Ministry for three semesters.

Prior to joining Foundations Financial Partners, Lindsey worked at a financial planning practice based in State College, PA for two years as a Financial Planning Specialist. She also interned at Aetna and Cigna, gaining experience in underwriting and actuarial science within the health insurance industry. 

“I decided to become a financial advisor when I saw the way that I could help individuals and families with something as personal and complex as their financial matters. I love working in a career where I can enable others to achieve their goals, whether that’s reaching financial independence, planning for college or a home purchase, or simply guiding them to make the most of their resources.”

Lindsey and her husband Nick currently reside in Doylestown, PA. They enjoy cooking, exercising, and spending time with their friends, family, and church community.

“Without counsel plans fail, but with many advisers they succeed.” – Proverbs 15:22

Lindsey is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Separate from the financial plan and our role as financial planner; we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Securities dealer and registered investment advisor. Foundations Financial Partners is independently owned and operated.

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  •   601 New Britain Road Suite 525, Doylestown, Pennsylvania 18901
  •   (215) 230-8640
  •   contact@foundationsfinancial.com

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Foundation Financial Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Foundation Financial Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Foundation Financial Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3045479 DOFU 6/2020

Foundations Financial Partners, 601 New Britain Road Suite 525, Doylestown, PA 18901 (215) 230-8640

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