As a dedicated Financial Advisor with Merrill's BBV Wealth Management Group, I focus on helping clients build and protect their wealth at every stage of life. With a team of experienced professionals and a holistic approach, I focus on strategies that address tax efficiency, investment management, and long-term financial security.
Lindsey Clark's path to wealth management began early. Raised in a household where finance was a constant conversation—her father a buy-side analyst and her mother managing day-to-day family finances—Lindsey developed a natural affinity for the world of investing and financial planning. This foundation guided her to pursue a degree in Mathematics and Economics with a Business minor at the University of California, San Diego.
Lindsey was handpicked for Merrill's highly competitive and accelerated Financial Advisor Development Program. She was recently featured in a Business Insider article spotlighting how she not only completed but excelled in the program—a rare achievement in a demanding and selective field. Since then, Lindsey has become a recognized voice in her industry, speaking on stage at major events including the Forbes Top Women Advisor Summit alongside Merrill Co-President Lindsay Hans.
Lindsey's commitment to excellence extends far beyond her professional accolades. She currently serves as Chair of Philanthropy for The Women's Exchange, President of the UC San Diego Chicago Alumni Regional Club, Co-Chair of the LGBTQ Giving Circle for the Chicago Foundation for Women, and is on the Auxiliary Board of the Lincoln Park Zoo.
What truly sets Lindsey apart is her deep, genuine commitment to the people she serves. She approaches wealth management not merely as a career, but as a calling—an opportunity to build lasting, meaningful relationships. She takes time to understand each client's aspirations, values, and concerns, creating personalized strategies that reflect their lives and legacies.
Outside of work, Lindsey finds solace and strength in running. She completed the 2024 Chicago Marathon—an emotional milestone tied to her family's story—and continues to embrace running as a source of energy and reflection in her daily life.
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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.
