Lindsay HansmanLindsay Hansman, CFP®Wealth Planning Specialist
About Lindsay
Lindsay Hansman is a Wealth Planning Specialist at J.P. Morgan Wealth Management.
Lindsay provides customized financial planning, analysis, and advice to wealthy individuals and families, helping them delineate a more direct pathway to their objectives. An attentive listener and collaborative guide, she works closely with people from varied life stages, enhancing their financial knowledge and supporting their efforts to preserve, grow, and transfer their wealth more effectively.
Working in concert with her team, Lindsay begins each relationship by gaining a thorough understanding of each client's circumstances. This discovery process includes qualitative and quantitative factors, including assets and liabilities, tax circumstances, family dynamics, cash flow and lifestyle needs, gifting intentions, and long-term aspirations. By aligning these parameters, Lindsay is able to support clients in addressing key components of their wealth, from retirement planning and investment modeling to trust and estate planning, higher education savings, and pre-transaction planning. Clients look to Lindsay for her analytical skills and her heartfelt dedication to their priorities. Committed to each client's well-being, Lindsay emphasizes that the planning process is a dynamic exercise— one that is regularly revisited to reflect clients' life events and changing circumstances. She prides herself on communicating clearly with clients, helping them weigh their options and evaluate possible pathways to their goals.
Lindsay began her wealth management career in 2013 with First Republic Bank, where she steadily took on additional responsibilities, ultimately becoming an Associate Director and Financial Planning Analyst. In 2023, Lindsay moved to J.P. Morgan Wealth Management with her team. She earned her B.S. in Finance and Management from Manhattan College and holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP®Board of Standards, Inc. Lindsay also has attained FINRA Series 7, 66, and life insurance licenses.
Active in her community, Lindsay is a regular volunteer with nonprofit organizations and schools, where she leads financial-literacy initiatives.
In her free time, Lindsay loves to travel and has visited over 20 countries. She welcomes ideas for her next great destination.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read Now
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Planning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Custodial accounts
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November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
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Outlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
We need to talk: Communicating your estate plan with your family
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Your house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now