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Lindsay Strattan

Lindsay D. Strattan, CFP®
Wealth Advisor Truist Bank

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3007

Lindsay.strattan@truist.com

Phone 713-265-6823

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About me

Background

Lindsay Strattan is a wealth advisor with Truist Bank, combining her 11 years in wealth management with a dedicated team of professionals in the delivery of private banking, financial and estate planning, investment management, and asset protection strategies for high-net-worth individuals, business owners, and their families. She partners with her clients and directs her team to understand their priorities, goals, family dynamics, and areas of concern and leverages her team to build and manage a comprehensive financial plan which serves the unique needs of each client. Lindsay leads her practice with a genuine passion for client care and an unwavering commitment to the best interests of each client, their families, business interests, and their legacy.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors in Economics
Arizona State University 2010

Personal Interests

Lindsay is an active member of The Junior League of Houston.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Locations

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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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