Back to Team

Lindsay Heyman, CFP®

Concurrent Operations Manager

Lindsay is a Vice President at Wealth Partners Alliance and serves as the Operations Manager for Concurrent. Previously, she was a financial advisor at Raymond James Financial Services Advisors. She started her career at UBS as a Client Service Associate.

Lindsay holds the CERTIFIED FINANCIAL PLANNER™ (CFP)® designation as well as the Series 7, 9, 10, and 66 licenses as well as an Insurance License. When she passed the CFP exam in 2021, she was one of fewer than 80 CFPs under the age of 30 in the state of Texas.

At Southern Methodist University, Lindsay earned both a BA in Markets & Culture and a BS in Economics with a financial specialization.

Lindsay’s favorite things to enjoy in Dallas

  • Supporting SMU Athletics
  • Coaching the rowing team at the Episcopal School of Dallas


Client Login

WPA Login Fidelity Login Fidelity Login Fidelity Login