Financial Advisor, Merrill Lynch

Harp Byrd Group

Global Wealth Management


45 EGLIN PARKWAY
Suite 102

FORT WALTON BEACH, FL 32548

Phone: (850) 8646116
Email:

Directions to Branch

PROFESSIONAL STAFF

Matt Byrd 850-864-6116 Senior Financial Advisor Vice President View Profile
Lindsey Harp 850-864-6157 Senior Financial Advisor Vice President View Profile
Karen Slater (850) 864-6143 View Profile

PROFESSIONAL PROFILE

The Harp/Byrd Group have been with Merrill Lynch since 2009. They formed with the goal of delivering the vast resources of one of the world’s most prestigious wealth management firms with all of the intimacy and personal service of a boutique. As Merrill Lynch Financial Advisors, one of our goals is to be the very best in our field by assisting families, individuals, and business owners in the development of long-term financial strategies.
Our team consists of experienced professionals with a “hands on” approach to financial guidance. We do our best to keep clients focused on where they want to go, advise them how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Our primary objective is to be an essential partner to those who have entrusted us with their financial well-being. Lindsey and Matt do not provide tax advice in their current roles with Merrill Lynch.

Paul Lindsey Harp
Senior Financial Advisor, Vice President

Prior to becoming a Financial Advisor, Lindsey held various positions in corporate finance, including Chief Financial Officer for two publicly traded companies. As a Financial Advisor, he works with corporate executives, closely-held businesses, affluent families and individual clients. Through personal consultations, Lindsey works with each client to set quantifiable goals and helps prioritize their needs. He then develops and implements a customized strategy using a wide variety of financial instruments. Lindsey graduated from the University of Texas at Austin in 1976 with a BBA in accounting and is a licensed CPA. He held the position of Vice President, Investments at A.G. Edwards/Wachovia Securities and earned the prestigious Albert Gallatin award for sales during his tenure. He served in the U. S. Army for 7 ½ years as a helicopter pilot, including two tours in Vietnam. He is a native of Fort Walton Beach and lives here with his wife; they have two adult sons.

L. Matthew Byrd
Senior Financial Advisor, Vice President

With over two decades experience as a Financial Advisor, Matt brings much talent to the financial industry, as he also has both a law degree and an accounting degree. With his professional background, Matt understands the specific investment needs of each client and he provides ongoing performance monitoring, personalized guidance, and periodic reviews of each client’s progress to help ensure the client’s financial life is in order. Matt hold the Chartered Retirement Planning Counselor designation (SM).

Matt began his professional career as a staff accountant for Mouser and Young, CPAs. He earned his law degree from the University of Tennessee, College of Law and an accounting degree from Abilene Christian University; both cum laude. His past employment includes Vice President, Investments of A.G. Edwards/Wachovia Securities; Structuring Officer of Investors Asset management of Florida and Due diligence Officer of FSC Securities. He has been a long time arbitrator for the National Association of Securities Dealers. Matt is an active member of the staff of the 30A Songwriters Festival. He is a member of the Ft Walton Beach Kiwanis Club and Beachside Community Church. Matt lives in Fort Walton Beach with his wife, sons and grandchildren.

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Lindsey Harp is registered to do business in:AL, AR, AZ, CA, CO, FL, GA, IL, IN, KS, KY, LA, MD, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI

Luther Byrd is registered to do business in:AL, AR, AZ, CA, CO, FL, GA, IL, IN, KS, KY, LA, MD, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI

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