Donald W. Tynion
Senior Vice President - Wealth Management | Financial Advisor Senior Portfolio Manager - The Tynion Financial Group -UBS Financial Services Inc.
- Role
- Senior Vice President - Wealth Management - Ubs Financial Services Inc at UBS
- Location
- South Burlington, VT, US
- LinkedIn followers
- 500 followers
About Donald W. Tynion
Thank you for visiting my profile. I\'m Donald Tynion, a Senior Vice President in Wealth Management at UBS Financial Services and the lead Financial Advisor in the Tynion Financial Group. The Tynion Financial Group, with over 60 years of combined financial services industry experience, is committed to providing customized investment strategies designed to help our clients accumulate, preserve, and transfer wealth. Our approach is simple, we begin with helping clients articulate their financial needs and goals and then we use that information to develop a personalized financial plan that serves as a road map for future financial decisions. While every client is different, there are some goals that are more commonly expressed among our clients which we help plan for such as retirement and financing education. Through our holistic approach, we can also help plan for what is often difficult to discuss including the death of a loved one, the complex needs of caring for a parent or child with special needs, end of life care, and are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Senior Vice President - Wealth Management - Ubs Financial Services Inc
May 2004 — Present · South Burlington, VT, US
As the lead Financial Advisor for The Tynion Financial Group, I am committed to providing customized investment strategies designed to help clients accumulate, preserve, and transfer wealth.Our conversations are based off of financial goals which are determined by clients. Through these conversations I am able to present holistic financial plans that include, but are not limited to retirement and education. I am prepared to discuss the difficult topics that many clients face such as the death of a loved one, the complex needs of caring for a parent or child with special needs, end of life care, and divorce.
Education
Saint Michael's College
B.S
1982 — 1986
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