Lindsay Prewitt
Lindsay was drawn to financial advice by a desire to help people gain clarity and confidence around their financial lives. She believes the best advice starts with listening. By taking the time to understand what matters most to her clients, Lindsay helps them navigate important financial decisions and build strategies that can evolve alongside life's changing priorities.
Whether discussing retirement, family priorities, career changes, or the legacy they hope to leave behind, she is committed to helping clients move forward with greater understanding, direction, and peace of mind.
Having seen firsthand how quickly life can change, I understand the importance of planning with purpose while remaining adaptable to the unexpected. That understanding drives my commitment to helping clients prepare for opportunities, navigate transitions, and make informed decisions with confidence.
Before entering the financial services industry, I spent time in education, an experience that reinforced the value of patience, communication, and helping others build confidence in unfamiliar subjects. Today, I bring that same approach to client relationships, striving to make complex financial concepts approachable and empowering clients to make informed decisions.
Outside of my practice, I enjoy engaging with Houston's arts and cultural communities and value opportunities to connect with others through shared interests, history, and lifelong learning.
From client service to digital innovation, Merrill consistently earned national and global recognition as a leader in the financial services industry.
1. WealthBriefing WealthTech Americas Awards, February 2025. The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
2. The Digital Banker Digital CX Awards, April 2025. Nominees are selected on the qualitative and quantitative depth of their nominations. The Digital Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.
3. Bank of America employs Ipsos, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted June 1, 2024 – May 31, 2025, with a total sample of 40,742 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $100,000 in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 95% rated them a 9 or 10; 4% a 6–8; and 1% a 1–5.
4. Money Management Institute (MMI) / Barron's Industry Awards, October 17, 2024. Winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI's member firms were eligible to vote to determine the winners.