Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.Taking the time to get to know you as an individual, as well as an investor and client—I value the relationship developed with you. I collaborate with you to help you identify and understand your primary financial goals, and then proceed with an investment and planning approach designed to help pursue each of your most meaningful goals. I am your financial ally, not just for you, but for each succeeding generation.
Lynde is a founding partner of Jackson, Ragsdale & Associates. Accessible, knowledgeable, and experienced, Lynde is committed to building and maintaining strong client relationships, spreading both in breadth and depth, multi-generationally.She has been in the financial industry since 2008 and has been named to the 2024 Forbes "Top Women Wealth Advisors Best-in-State" list. Published on February 8, 2024. Rankings based on data as of September 30, 2023.*Prior to joining Merrill, Lynde was a Financial Advisor with RBC Wealth Management (2008-2012) beginning her career in finance in an administrative capacity as a Client Associate. This experience has given a great understanding of all sides of the busienss and has proven favorable in leading her team in unparalelled industry service, with well-rounded knowledge, advice and guidance for clients.Whether clients are planning for supplemental retirement income, sending children/grandchildren to college, purchasing a home, buying/selling a business or planning to transfer wealth to the next generation, she enjoys learning about both the priorities and concerns her clients have. Lynde strives to give clients confidence along the way regardless of market conditions, taking the time to ask hard, smart questions, to understand where her clients' wealth is today and where they want it to be tomorrow. The ability to have a disciplined process and manage risk plays a large role in that.Lynde also places importance on continued education in an ever changing industry and investment environment. She currently holds the Chartered Retirement Planning Counselor™, CRPC™ designation and Certified Plan Fiduciary Advisor®, CPFA® credential, allowing her to better assist clients with retirement planning.Personally, Lynde was born and raised in Maine and invites any conversation surrounding a visit there! She and her husband, Reagan, married in 2005 and made Reagan's hometown, "Aggieland", their home the same year, where they are rasiing their 2 teenagers. They are "all in" on this wonderful, growing Bryan-College Station community as owners of a local technology company and love being rooted in the traditions and local organizations. The Jackson's enjoy time with friends and family, travelling, golf, tennis/padel and pickle ball, boating, local theatre, attending A&M sporting events, and downtown Bryan's "First Fridays".*2024 Forbes "Top Women Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
