Lindsey Shiflett-Jackson is a PWM Financial Planner with The Rickaway Swisher Group at Baird, where she works with clients and senior advisors to deliver comprehensive wealth management and financial planning strategies tailored to each client’s unique goals. With more than 13 years of experience in the financial services industry, Lindsey offers a strong analytical foundation and a thoughtful, client-first approach to every relationship.
Prior to joining Baird, Lindsey built her career at Morgan Stanley as a Consulting Group Analyst, supporting a three-advisor team that managed $1.6 Billion in assets for ultra-high-net-worth families. Her responsibilities included portfolio construction, investment analysis, and asset allocation, ensuring that the strategies were closely aligned with each client’s broader financial plan.
Lindsey is highly detail-oriented and dedicated to delivering disciplined, practical guidance. She is passionate about helping clients navigate both everyday financial decisions and long-term planning with confidence and clarity.
She holds her Series 7 and Series 66 licenses and continues to pursue advanced education to further strengthen her role as a trusted financial planning and investment resource.
Lindsey and her husband, Byron, grew up in the Angleton area. After commuting to downtown Houston for the past decade, Lindsey is excited to be working closer to home. Outside of work, she and her husband enjoy traveling and spending time outdoors.