Lynn recently joined our firm and serves as our Research and Support Extern. Her key responsibilities are assisting the firm’s Marketing Department by developing marketing materials, and assisting the financial advisor in identifying new opportunities to increase the firm’s exposure and recognition within the local community and target markets.
Prior to joining HWM, Lynn served as a Vice President and Trust Officer with U.S. Trust, Bank of America Private Wealth Management for over twenty years with responsibility for the administration of trusts, investment management and estate accounts. She previously served as the Trust Compliance Officer for the Central Virginia Region of U.S. Trust.
Most recently, Lynn recently served as the Director of Client Services with Heritage Wealth Advisors. Her role included providing wealth management planning and services to corporate executives, professionals, business owners, and other high net worth individuals.
She actively participates as a weekly reader for the Virginia Voice, a non-profit radio reading service for the blind and visually impaired, and serves a member of the Professional Advisory Council for the Bon Secours Richmond Foundation. She is also involved with Habitat for Humanity and The Ronald McDonald House in the Richmond area.
Lynn earned her Bachelor of Science degree in Psychology from Denison University in Granville, Ohio.