Lynne Williams
Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Hampton Roads, VA, US
- LinkedIn followers
- 500 followers
About Lynne Williams
As a Financial Advisor at Morgan Stanley, I deeply enjoy connecting and working with you in your financial life. We chart a course based squarely upon your unique goals. My comprehensive approach includes a thorough financial planning process and investment implementation. I am committed to providing an exceptional client experience. Prior to joining Morgan Stanley, I worked within the commercial architecture and design industry for over 20 years. I joined Morgan Stanley’s Williamsburg, Virginia office as a Wealth Advisory Associate in 2016, delivering financial planning services to clients in the firm’s Southeast Virginia region. Now as a Financial Advisor, I provide additional experience in the areas of investment management, banking and lending, and long term care insurance solutions with the full support of Morgan Stanley resources. I have been calling Williamsburg home for the past 20 years. My husband Tony and I have a daughter - a recent Clemson grad and a son - a student at Purdue. We are active parishioners at Saint Bede Catholic Church. I also enjoy serving as the President Elect of the Kiwanis Club of Williamsburg.
Experience
Financial Advisor
Jul 2016 — Present · Williamsburg, VA, US
Wealth Management, Financial Planning, 401(k) Rollovers, Cash Management. Estate Planning Strategies, Lending Solutions, Long Term Care Insurance, Planning for Education Funding, Retirement Planning Strategies©2022 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy. M SSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. For important information about any registrations, designation(s) listed, please see https://fa.morganstanley.com/lynne.williams/index.htm. The information or content is for US residents only and subject to the following terms: Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates.NMLS#: 16•••53
Education
Syracuse University
BFA, Design
1988 — 1992
Pratt Institute
Denmark's International Study Program, Architecture and Design
1991 — 1991
Strayer University
MBA, Business Management
2004 — 2008
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