A third-generation Floridian, Lindsay Askland was born and raised in the Tampa area and has called South Florida home for much of her adult life. She attended the University of Colorado and brings more than 20 years of experience in the financial services industry.
Throughout her career, Lindsay has worked with high-net-worth individuals and families in both advisory and client service roles. Her experience spans investment management, financial planning, trading, retirement planning, and estate and trust matters. This broad background gives her a unique perspective and an understanding of the many details that go into managing a client's financial life.
Lindsay especially enjoys getting to know her clients and building relationships that extend beyond the numbers. She believes financial matters don't need to feel complicated or overwhelming and takes the time to listen, explain things clearly, and help clients feel comfortable and well cared for throughout the process.
Lindsay holds the Accredited Asset Management Specialist™ (AAMS®) designation as well as FINRA Series 7, 63 and 66 securities registrations.
Outside of work, Lindsay lives in Palm Beach Gardens with her husband and their two sons. She enjoys traveling with her family, motorsports, spending time at Disney, and visiting Northern California, one of their favorite places to escape together.
