Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
400 PARK AVENUE SOUTH
WINTER PARK, FL 32789
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Lindsay Christopher Harte is a Financial Advisor with Merrill Lynch Wealth Management, focusing on educating and helping families and business owners in establishing a personalized financial advisory roadmap to pursue their life priorities. Lindsay cares about genuinely connecting with his clients and deploys a consultative approach in helping them succeed with their objectives.
Prior to Merrill , he was a compliance manager with AT&T serving in various roles of increasing responsibility. He received a B.S. in Information Systems Management from the City University of New York. Several years later, he sought to broaden his professional development and graduated with an MBA from Syracuse University. Lindsay currently resides in Winter Park, FL with his wife and children.
Things you should know about me…
I am currently serving as a Medical Service Corps Officer in the Air Force Reserve with the rank of Captain—service means a lot to me!
My perspective on the importance of wealth management planning was shaped by a family tragedy that made me aware of the need for systematically addressing the financial and life priorities of loved ones.
In my spare time, I enjoy road trips with my family and take pictures of highway signs as a hobby—just to remember the journeys.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
City University of New York
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.