Linda Beidleman

Title:
Client Relationship Manager
Expertise:
Results Delivery, Strategy, Transformation
Experience:
15 Years

Experience

Linda’s entire career has been dedicated to the financial industry and client relationship management. The majority of her experience was with Morgan Stanley prior to her joining the Great Scott Financial team in 2012.

Linda’s main focus is managing Scott’s calendar, ensuring that clients are on target for their periodic wealth management discussions, as well as scheduling calls or meetings to address any other topic of concern for those seeking Scott’s direction. She prides herself in providing the type of excellent customer service that clients should expect and deserve.

Linda holds both her General Securities Representative (Series 7) and Uniform Agent State Law (Series 63) registrations, and is a Registered Representative of Commonwealth Financial Network®.

Outside interests include gardening, reading, and all musical genres. Most important to her is family time spent with her husband, children, and grandsons!