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Lindsey Kelley Gee
Client Relations Manager

Lindsey grew up moving across the southern USA, but has called middle TN home for the past 25 years. She joined Berrie's staff in the summer of 2022, bringing with her over a decade of customer service and client relations experience, and several years of management experience. Moving from childcare management to wealth management has allowed her to continue to pursue her passion for building relationships with clients, and challenging herself to continue to grow professionally in the financial world. One of her professional goals is to pursue her CFP certification under Berrie's mentorship, and to continue to grow with Bloom. Lindsey lives in Burns, TN with her husband Nic, her teenage brother, and their five dogs. 

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Email
931.388.2141

931.350.0102
217 S. James Campbell Blvd Columbia, TN 38401
PO BOX 1077  Columbia, TN 38402

 

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Advisory Services offered through Investment Advisor Representatives of Bloom Financial Planning LLC, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: Tennessee and Alabama. Cambridge and Bloom Financial Planning LLC are not affiliated. 

Cambridge’s Form CRS (Customer Relationship Summary)

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