Prior to her transition to wealth management, Lindsay has worked with financial institutions for over 20 years. She first began her career in sales/marketing at DKR Capital and then moved to the sell side where she spent 13 years in various sales and trading roles in Equities at UBS as well as several years managing Client Strategy for the Equities Division at Wells Fargo Securities. Lindsay earned a Bachelor's Degree in Psychology and English from Yale University. She holds the FINRA Series 7, 24, 63, 66 registrations. She lives in New Fairfield, CT with her husband, son and three dogs.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
