Michael D. Lindquist
900 Elm Street
Manchester, NH 03101
Office of Supervisory Jurisdiction
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Providence, RI 02903
Michael Lindquist is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. In this role, he oversees strategy for existing client relationships and is responsible for new business development. He leads a New Hampshire based team of dedicated and talented wealth management professionals who provide assistance to the clients they serve in the areas of strategic asset allocation, estate planning,and philanthropic goals, while incorporating tax considerations.
Michael has more than 17 years of experience in the financial services industry. Prior to joining U.S. Trust®, Michael worked at BNY Mellon, Lehman Brothers, U.S. Trust Company, and its predecessors, as well as State Street Bank Private Asset Management.
Michael received a Bachelor’s degree in Applied Economics from Ithaca College. In addition, he is a graduate of the American Bankers Association Graduate Trust School at Northwestern University. He is also a member of the Boston and New Hampshire Estate Planning Council.
Actively involved in his community, Michael has led many fund raising efforts in Southern NH. Additionally, Michael sits on the board of advisors for New England Center for Children; a school for autistic children.
Michael and his team seek to understand each client's unique goals and objectives in order to develop a thoughtful and meaningful approach to help meet the needs of the clients they serve.
U.S. Trust has been helping generations of families manage wealth for more than 200 years. We are dedicated to guiding clients in helping to meet their unique needs through an integrated team approach.
Your U.S. Trust advisor works closely with you to establish a wealth management plan to help meet your lifestyle, family, business and philanthropic goals. In addition to a dedicated advisor, your team can include a private client manager, portfolio manager and trust officer plus a variety of professionals to suit your particular situation.
You may require a comprehensive wealth strategy that includes investment management or careful advice on trusts, estate and tax planning and philanthropic endeavors. As a private bank, we balance a boutique client experience with access to our extensive array of resources as appropriate. Those include customized credit and banking offerings as well as traditional, specialty asset, and alternative investment solutions.
At U.S. Trust, our advisors bring more than just experience, global perspective and resourcefulness to wealth management. They take the time to listen and learn about you and your family before creating customized strategies that aim to meet your needs, goals and best interests now and in the future.
It is not just about managing your wealth, it is also about managing your worth.