About: Lynn is a registered representative of Wealth Advisory Group. She has built a career in finance since graduating from college, working as a sales trader on both convertible bond and options sales. While she learned a lot about the financial world during this phase of her career, her outlook changed when a family members was stricken with Alzheimer's, and she left the workplace to provide extra care. It was during this time that she recognized that many families and individuals are not adequately equipped when it comes to their personal finances. In her current role she educates people on the importance of protecting their income and assets and then growing their wealth.
Specialties: Lynn focuses on succession planning for individuals and small businesses.
Quote: "If there is a slight chance at getting something that will make you happy, risk it. Life's too short, and happiness is too rare." - A.R. Lucas
member since january 2018
Registered Representative of Park Avenue Securities LLC (PAS), 335 Lexington Avenue, 9 Fl., New YOrk, NY 10017, 212-541-8800. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment adviser. Financial Representative, The Guardin Life Insurance Company of America (Guardian), New YOrk, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Advisory Group LLC is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC. 2018-54886 2/20