Makes all the difference

Lindsay Harte

Financial Advisor

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. 


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

Registered States:
  • CA
  • DC
  • FL
  • MD
  • NJ
  • NY
  • PA
  • TX
  • VA


  • Syracuse University , MBA
  • City University of New York , BS Information Systems


  • Chartered Financial Consultant
201 North New York Ave
Winter Park, FL 32789

Email Me