A thoughtful financial strategy is about more than numbers. It’s about feeling supported, understood and confident — especially during moments of change.

With more than 15 years in the financial services industry, I work with individuals, families and small business owners who value a steady, thoughtful approach to managing their financial lives. Many of the clients I serve are navigating significant transitions — retirement, changes in family or business dynamics, divorce, or the responsibility that comes with inherited wealth. In these moments, I believe compassion, clarity and trust are essential.

My approach begins with listening. I take the time to understand what matters most to my clients — their priorities, concerns and long-term intentions — so we can develop strategies that feel aligned and manageable. I aim to help make complex financial conversations feel clear and grounded, helping clients feel confident in the decisions they are making, while providing guidance that evolves as life and circumstances change.

Before joining Edward Jones in 2023, I worked in client service and operational roles at Granite State Credit Union from 2012 to 2020 and Align Credit Union from 2021 to 2023. Those experiences shaped how I work today, reinforcing the importance of responsiveness, attention to detail and respect for each client’s situation. At Edward Jones, I provide personalized investment guidance and long-term financial strategies tailored to each client’s needs and goals.

I also work with small business owners, discussing employee retirement plan options, business succession and how business decisions connect with personal financial goals.

Community involvement is important to me. I currently serve as club president of the Seabrook Lions Club; am involved with the Exeter, New Hampshire Women’s Business League; and participate in several women’s networking groups.

Outside of work, I enjoy spending time with my family, camping, attending live music and staying connected locally. I believe balance and perspective play an important role in thoughtful financial decision making.

If you’re looking for a financial advisor who will take the time to understand your story and help you think long-term with confidence, I would welcome the opportunity to connect.

Give me a call at 603-488-6521, or email Lindsey.Belo@EdwardJones.com.

19 Haverhill Rd Suite 2 Amesbury, MA 01913