Lynn Grass Email & Phone Number
Client Relationship Specialist @ Morgan Stanley
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Lynn Grass Location
- Scottsdale, AZ, US
Lynn Grass Work
- 2023 -now Client Relationship Specialist @
- 2018 -2023 Ultra High Net Worth Relationship Manager II @
- 2015 -2018 High NetWorth Representative @
- 2011 -2015 Brokerage Services Representative @
- 2006 -2011 Financial Representative @ Nationwide Retirement Plans
- 2003 -2006 Financial Representative @
- 2000 -2002 A.V.P. Administrative Supervisor @ U..S.Bancorp Piper Jaffrey
- 1997 -2000 New Business Coordinator and Financial Advisor @ Midwest Professional Planners
- 1992 -1997 Broker Assistant @ Everen Securities
Lynn Grass Education
- Dominican High School
high school diploma
1971-1975 - Grand Canyon University
Bachelor of Science (BS) (Finance and Economics)
Lynn Grass Skills
- Long Term Care
- Series 63
- Retirement Planning
- IRA's
- Retirement
- Insurance Planning
- Series 7
- Mutual Funds
- SEP
- 401k Rollovers
- 401k
- FINRA
- Series 65
- Estate Planning
- Financial Planning
- Investments
- Investment Products
- Wealth
- Needs Analysis
- Wealth Management
- Asset Allocation
- Insurance
- Investment Strategies
- Securities
- Financial Advisory
- Investment Advisory
- ETFs
- Health Insurance
- Pensions
- Stocks
- Finance
- IRAs
Lynn Grass Summary
- Lynn Grass, based in Scottsdale, AZ, US, is currently a Client Relationship Specialist at Morgan Stanley. Lynn Grass brings experience from previous roles at Vanguard and Nationwide Retirement Plans. Lynn Grass holds a 1971 - 1975 high school diploma @ Dominican High School. With a robust skill set that includes Long Term Care, Series 63, Retirement Planning, IRA's, Retirement and more. Lynn Grass has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Lynn Grass?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co