OUR TEAM
Lynn
Lynn is an Investment Management and Financial Planning Professional. She began her career at Fidelity Investments in1998 and continued on to US Trust Bank of America Global Wealth and Investment Management. She held roles in Stock and Mutual Fund trading, Fund Operations, Legal Product management and portfolio management.
Lynn holds the FINRA Series 7, 63 and, candidate for 65 licenses for investment management.
Lynn lives in Andover with her husband Kwasi, and children, Alexis, Kofi and Kristen
David
David is a Chartered Financial Analyst® and a Certified Financial Planner™ professional, specializing in Financial Planning Analysis and Investment Management services for clients of a Registered Investment Advisor in the Greater Boston Area. He began his career in the financial services industry in 2005 with roles in the areas of financial planning, investment management, and research. David has been involved in the development, review and approval of financial plans and providing training and assistance to financial planners.
David holds the CERTIFIED FINANCIAL PLANNER™ designation and the Chartered Financial Analyst (CFA) charter. In addition to these credentials, he holds the FINRA Series 7, 66, 65, and 26 licenses for investment management as well as various insurance licenses (for life, health, property and casualty).
David lives in Sharon, MA with his wife Elizabeth and children, Jane, Joan, and John.