M. Lynch Email & Phone Number
Owner and Wealth Manager
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M. Lynch Location
- Geneva, NE, US
M. Lynch Work
- 2017 -now Owner and Wealth Manager @ Lynch Financial
- 2014 -2017 Partner and Advisor @ CBL Wealth Advisors, LLC
- 2012 -2014 Financial Consultant @
- 2009 -2012 Wealth Manager @ HD Financial Services, LLC
- 2007 -2009 Vice President - Trust Officer @
- 2005 -2007 Financial Advisor @
- 1997 -2005 Financial Advisor @
M. Lynch Education
- University of Nebraska at Omaha
BA (Organizational Communication)
M. Lynch Skills
- Wealth Management
- Portfolio Management
- Retirement Planning
- Estate Planning
- Strategic Financial Planning
- Asset Managment
- Financial Planning
- Income Planning
- Investments
M. Lynch Summary
- M. Lynch, based in Geneva, NE, US, is currently a Owner and Wealth Manager at Lynch Financial. M. Lynch brings experience from previous roles at CBL Wealth Advisors, LLC, AXA Advisors, HD Financial Services, LLC and US Bank. M. Lynch holds a BA in Organizational Communication @ University of Nebraska at Omaha. With a robust skill set that includes Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial Planning and more. M. Lynch has 2 emails and 1 mobile phone numbers on RocketReach.
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