Daniel Lynch Email & Phone Number
Senior Vice President and Wealth Management
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Daniel Lynch Location
- Pittsburgh, PA, US
Daniel Lynch Work
- Senior Vice President and Wealth Management @ Janney Montgomery Scott (January 2026 - Present)
- First Vice President and Wealth Management, Financial Advisor @ (February 2020 - December 2025)
- Vice President and Wealth Management, Financial Advisor @ (February 2015 - January 2020)
- Financial Advisor and The Lynch Team @ (September 2010 - January 2015)
- Teacher and Coach @ (August 2008 - June 2010)
- Teacher and Coach @ St. Thomas More School (June 2005 - June 2008)
- Student and Athlete @ (September 2001 - May 2005)
Daniel Lynch Education
- Colby College
BA (Cum Laude)
2001-2005 - Shady Side Academy
Diploma
1997-2001
Daniel Lynch Skills
- Taxable and Tax Free Bonds
- Mutual Funds
- Estate Planning
- Retirement Planning
- Long Term Care Insurance
- Annuities
- Cash Management
- Personal Financial Planning
- Managed Investments
- Portfolio Management
- College Saving Planning
- Investments
- Fixed Annuities
- Asset Management
- Series 63
- Asset Allocation
- Public Speaking
- Finance
- Alternative Investments
- Wealth Management
- Management
- Research
- Leadership
- Strategic Planning
- Services
- Financial Services
- Financial Analysis
- Cltc
- Project Management
- Social Media
- Coaching
Daniel Lynch Summary
- Daniel Lynch, based in Pittsburgh, PA, US, is currently a Senior Vice President and Wealth Management at Janney Montgomery Scott. Daniel Lynch brings experience from previous roles at Janney Montgomery Scott LLC and Westminster School. Daniel Lynch holds a 2001 - 2005 BA in Cum Laude @ Colby College. With a robust skill set that includes Taxable and Tax Free Bonds, Mutual Funds, Estate Planning, Retirement Planning, Long Term Care Insurance and more. Daniel Lynch has 1 emails and 2 mobile phone numbers on RocketReach.
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