Laureen Lynn
Senior Vice President, Wealth Manager at Steward Partners | Mobile Metropolitan Area
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Laureen Lynn, as Senior Vice President and Wealth Manager at Steward Partners Global Advisory, brings over two decades of experience in financial advisory, specializing in wealth preservation, strategic planning, and retirement solutions for individuals and families. Her unique background, honed during her tenure at IBM, equips her with a robust analytical skill set that enhances her ability to develop tailored wealth management strategies. At Steward Partners, Laureen is instrumental in guiding clients through the complexities of financial planning, ensuring their unique needs and aspirations are at the forefront of every strategy.
Currently, Laureen is leading key projects that focus on comprehensive wealth planning and investment strategy implementation. She collaborates closely with multigenerational investors, providing bespoke services that encompass everything from risk management to asset allocation. Her expertise in insurance and financial guidance allows her to craft holistic solutions that not only aim for growth but also prioritize wealth preservation for future generations.
Laureen’s commitment to her clients is unwavering, as she believes that understanding their values and goals is paramount to effective financial advisory. By leveraging her extensive knowledge in investment planning and institutional consulting, she empowers her clients to navigate the financial landscape with confidence. At Steward Partners, Laureen exemplifies the firm’s dedication to delivering personalized service, ensuring that each client’s financial journey is both secure and prosperous.
Senior Vice President, Wealth Manager at Steward Partners in February 2024 to Present
First Vice President - Investments at The Lynn Whitmore Group of Wells Fargo Advisors in January 2014 to February 2024
Vice President at Morgan Stanley in January 1993 to January 2014
Business Unit Executive at IBM Corporation in January 1967 to January 1993
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Florida State University, Bachelor of Arts (B.A.), September 1962 to September 1966
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Strategic Planning
Wealth Preservation Planning
Retirement Planning
Investment Planning and Strategies
Insurance
Asset Allocation
Financial Advisory
Risk Management
Financial Guidance
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Discover more about Steward PartnersWhat is Laureen Lynn email address?
Email Laureen Lynn at [email protected] and [email protected]. This email is the most updated Laureen Lynn's email found in 2026.
What is Laureen Lynn phone number?
Laureen Lynn phone number is 2512327805.
How to contact Laureen Lynn?
To contact Laureen Lynn send an email to [email protected] or [email protected]. If you want to call Laureen Lynn try calling on 2512327805. (updated on August 25, 2024)
What company does Laureen Lynn work for?
Laureen Lynn works for Steward Partners
What is Laureen Lynn's role at Steward Partners?
Laureen Lynn is Senior Vice President, Wealth Manager
What industry does Laureen Lynn work in?
Laureen Lynn works in the Financial Services industry.
Laureen Lynn Email Addresses
Laureen Lynn Phone Numbers
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