Your financial life

Advice that looks beyond your portfolio

Young woman sitting at desk

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

father son handshake
  • Lindsay Harte

    Lindsay Harte

    Financial Advisor

    • image
    • image
    • CA
    • DC
    • FL
    • MD
    • NJ
    • NY
    • PA
    • TX
    • VA

    I joined the financial services industry because of my desire to help people achieve their goals as well as make their lives better. As a fully registered Financial Advisor with UBS, I specialize in wealth management that includes investment advice, retirement planning, estate planning and education savings.

    Prior to my career in this industry, I worked with AT&T for seventeen years. I am a Chartered Financial Consultant (ChFC®) and in addition to my financial career, I serve as a Major in the United States Air Force Reserve as a Medical Service Corps Officer (healthcare administrator).  I earned an MBA from Syracuse University and a Bachelor of Science degree from the City University of New York. 

    Originally from Georgetown, Guyana, my family immigrated to the United States when I was eighteen and I proudly became a citizen in 2002. I currently reside in Winter Park FL with my wife, Mischa—a Certified Public Accountant and our two sons. I believe in staying very active in my community and volunteer with a local food pantry and leverage my experience as a healthcare administrator to volunteer at Shepherd’s Hope—a charity that provides healthcare for the uninsured.  When not working or volunteering, my hobbies include playing competitive table tennis, photography and I enjoy spending time with my family. 

    Differentiators:  

    My clients choose to work with me for a few reasons.

    My personal attention and holistic approach helps make them comfortable and simplifies their lives.  They value my integrity and compassion.

    12-4-2 Communication System.

    I commit to speaking to my clients 12 times a year, provide 4 reviews per year, and meet with them twice a year

      • Syracuse University , MBA
      • City University of New York , BS Information Systems
      • Chartered Financial Consultant
      201 North New York Ave
      Winter Park, FL 32789

    The Year Ahead - Sustainable Investing

    Retirement planning

    Retirement planning

    Multigenerational planning

    Multigenerational planning

    Legacy—Wealth for others

    For needs that go beyond your own—to help you improve the lives of others

    What will your legacy be?
    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

    Learn more at ubs.com/wealthway.

    Backed by the strength of UBS

    A global leader in wealth management

    $2.8 trillion

    In invested assets globally 
    As of 06/30/2022

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager