Chris Lynch

Senior Vice President, Financial Advisor @D.A. Davidson Companies

Nashville, TN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2024 — Present

Senior Vice President, Financial Advisor @D.A. Davidson Companies

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Franklin/Cool Springs, TN, US

EDUCATION

1990 — 1996

Middle Tennessee State University (MTSU)

Accounting and Finance

SKILLS

Series 7Portfolio ManagementFinancial GoalsCertified Financial PlannerRetirementStrategic Financial PlanningWealth ManagementAsset ManagementFinanceSeries 63Mutual Funds401kInvestmentsPersonal FinanceInsuranceRetirement PlanningSecuritiesFinancial AdvisoryEstate Planning

ABOUT CHRIS LYNCH

Chris has been providing financial strategies and services to affluent individuals and families since He began his career at J.C. Bradford & Co.(later acquired by Paine Webber, then UBS Investment Services). In 2006, Chris and his father brought their team to Raymond James, where they assist successful clients with their long term wealth management needs. Chris has significant experience in working with high-net-worth families and institutions, and has a long track record of developing customized investment strategies for clients. Chris has received a number of accolades for distinguished professional service. He has been elected numerous times to Raymond James\' Chairman’s Council* and President’s Council*, which recognizes the leading financial advisor\'s within the firm. In addition, Chris is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Estate Planner, and also holds the Wealth Management Specialist designation. Within the team, Chris specializes in comprehensive wealth management for affluent families, global fixed income and equity capital markets, institutional money managers, and concentrated equity positions. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information. Please additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC Chairman\'s/President\'s Council Membership is based on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.

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Chris Lynch — Senior Vice President, Financial Advisor at D.A. Davidson Companies in Nashville, TN, US | Unifers