Lyndsay Davies, FPQP®, CES™

Lyndsay Davies, FPQP®, CES

Client Servicing Advisor

Lyndsay's primary role at Davies Financial Advisors is a client servicing advisor. She focuses on clients' investment, tax, retirement, and estate planning needs. She works closely with the team, assisting in creating customized financial plan development and manages all facets of insurance. She is a Financial Paraplanner Qualified Professional® (FPQP®) and a Certified Estate and Trust Specialist (CES).

Lyndsay received her bachelor of arts in both communications and piano performance from Grand Canyon University, as well as a Master of Music in Piano Accompanying and Chamber Music at Northern Arizona University. Previously, she worked as an elementary music teacher in two schools. While Lyndsay has a deep background in music, she excels at planning logistics, building relationships, and providing meaningful financial solutions.

When she isn’t in the office, Lyndsay can be found on the lake waterskiing with her family or spending time with friends in Phoenix and Southern California.