Lacey Barnett
Financial Advisor at Edward Jones
Based in Washington, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Washington
Industry
Financial Services
Company size
45K
Contact information
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l•••••••@edwardjones.com
Phone
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Background
About Lacey Barnett
Ph:540-459-4594 E-mail: Lacey.Barnett@edwardjones.com I work to better serve my community while making a positive impact on the families and business owners working toward their long-term financial goals. I help attain these goals by organizing, growing, protecting and transferring wealth. With a decade of time spent in the financial industry, we as an Edward Jones branch team believe it is of the utmost importance to first learn about you and what your goals are before investing any of your assets. Dawn and I will partner with clients to plan, prepare and implement strategies to achieve established goals we have set together by utilizing CPAs, attorneys and other professionals to help ensure we are on track toward your long-term goals with consistency and detail. I completed my undergraduate degree at Bridgewater College and also received my paralegal certification from Boston University my senior year. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations. I became a limited partner with Edward Jones in 2019. I was born in California, but grew up just outside of Baltimore, MD with my parents and older brother before calling Woodstock, VA home. I played basketball at Bridgewater College and still continue to regularly play and stay quite active. I can be found at the gym for a lift in the mornings and on the river canoeing and kayaking as well as camping and hiking with friends and family. As part of my community, I am an active member of Rotary, a teammate on a basketball team and part of several other women's groups. It is important for women to be supported by other women. We believe that each individual is unique and that their investments should be as well. From preparing for retirement, saving for education, planning for the unexpected or estate considerations, we have tailored investment options for For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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