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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Insights
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November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
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