Edward Jones-Financial Advisor: Warren Lindsay

Edward Jones-Financial Advisor: Warren Lindsay As a financial advisor, my greatest satisfaction comes from knowing that the strategies I offer help clients achieve what's most important to them.

From individual retirees looking to create a regular flow of income, to business owners seeking effective retirement strategies, to families investing for their future, I offer tailored solutions to a range of clients. Ultimately, my goal is to help families and business owners organize, build, protect and transfer wealth. As a native of Joliet, I've lived in this community my whole life. In 2011,

my wife, Melissa, and I moved to Plainfield, where we now live with our two young children. While I focus most of my energy on helping families and businesses meet their financial goals, I also believe it's important to give back to the community. I do this in a variety of ways, including serving as president of the Plainfield Kiwanis Club, a member of the Plainfield Area Chamber of Commerce Education Committee and as a member of the Joliet Catholic Academy Alumni Board. In addition, I sit on the board of directors for the Chicago Leadership Forum and serve as a mentor for the Give Something Back Foundation. Like other civic-minded professionals, my goal is to build a bright future not just for my own family, but for the community as a whole. It's been said that there are four professionals everyone will need at some point in his or her life: a doctor, a lawyer, a priest or spiritual counselor, and a financial advisor. This is because everyone will at some point encounter health, legal, spiritual or financial issues. While the first three needs are "above my pay grade" so to speak, I would be happy to meet with you, in person or virtually, to help determine the most appropriate financial strategy to achieve your goals.
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We're proud to share that Edward Jones has been named to the 2026 PEOPLE®️ Companies that Care list.This recognition ref...
09/08/2026

We're proud to share that Edward Jones has been named to the 2026 PEOPLE®️ Companies that Care list.

This recognition reflects our firm’s commitment to supporting associates, serving clients, and strengthening the communities where we live and work.

At the heart of that commitment is a shared belief that when people are supported to do their best work, the impact extends well beyond the workplace. It's reflected in the way colleagues show up for one another, help clients work toward what matters most, and give their time and talents to their communities.

We’re honored by this recognition and the opportunity to contribute to the culture of care that made this recognition possible.

Disclosure: 2026 People Companies that Care, published People Magazine September 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

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Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our ...
09/07/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

09/06/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4yrDPXi

From tuition and housing to everyday spending, college introduces new financial rhythms. Seeing everyday money alongside...
09/05/2026

From tuition and housing to everyday spending, college introduces new financial rhythms. Seeing everyday money alongside long-term goals can help bring confidence to decisions, now and as this next chapter unfolds.

Simplify your financial life with Edward Jones®️ Everyday Solutions Checking and Credit Cards, powered by U.S. Bank®️.

Learn more here: https://bit.ly/3UBP9RW

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

09/04/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Content provided by Edward Jones

09/03/2026

As we head towards the back half of 2026, it’s a good time to step back and remember three important ground rules for long-term investors. Principal, Head of Investment Strategy Mona Mahajan discusses strategies and best practices for investing during uncertainty.

Watch the full episode: https://bit.ly/4dcrRZ5

09/02/2026

Buying vs. Renting. Which is the better financial decision? It’s a question that many people are asking themselves and the honest answer is ... it depends. Before you start browsing listings, the two questions worth sitting with are can I afford to buy? And, just as importantly, should I?

The right answer isn't the same for everyone. It depends on your situation, your budget and how long you plan to stay.

If you'd like to talk through what may make sense for your situation, I'm here to help.



Content provided by Edward Jones

You've poured years into building your business, and you want what you've built to endure. A thoughtful succession plan ...
09/01/2026

You've poured years into building your business, and you want what you've built to endure. A thoughtful succession plan helps you protect your legacy and transition ownership on your terms.

Here's our business owners hub

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4iDQEJc

A business retirement plan does more than help your employees save — it signals you are invested in their future. It's a...
08/31/2026

A business retirement plan does more than help your employees save — it signals you are invested in their future. It's also a powerful way to attract and keep the people who help your business grow.

Here's our business owners hub

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24402 W. Lockport Street, Suite 116
Plainfield, IL
60544

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