Lynn Email & Phone Number
Senior Financial Advisor @ Argent Wealth Management, LLC
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Lynn Location
- Franklin, MA, US
Lynn Work
- 2013 -now Senior Financial Advisor @
- 2008 -2013 Financial Planning Consultant @ Pillar Financial Advisors
- 2007 -2008 Vice President @
- 1988 -2007 Director @
Lynn Education
- Boston College - Carroll School of Management
Master's degree (Finance)
1990-1992 - University of Vermont
Bachelors of Science (Business Administation)
1983-1987
Lynn Skills
- Leadership
- Estate Planning
- Strategic Financial Planning
- Financial Modeling
- Personal Finance
- Project Management
- Strategic Financial
- Business Development
- Risk Management
- Asset Management
- Fund Accounting
- Investment Advisory
- Financial Services
- Retirement Planning
- Wealth Management
Lynn Summary
- Lynn, based in Franklin, MA, US, is currently a Senior Financial Advisor at Argent Wealth Management. Lynn brings experience from previous roles at Pillar Financial Advisors, State Street and Investors Bank & Trust. Lynn holds a 1990 - 1992 Master's degree in Finance @ Boston College - Carroll School of Management. With a robust skill set that includes Leadership, Estate Planning, Strategic Financial Planning, Financial Modeling, Personal Finance and more. Lynn has 1 emails and 3 mobile phone numbers on RocketReach.
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