Lynn Grossman
Senior Vice President, Wealth Management @Raymond James
Westport, CT, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Dec 2016 — Present
Senior Vice President, Wealth Management @Raymond James
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Providing wealth and portfolio management services to individuals and organizations. Customized strategies for creating social impact and a full suite of philanthropic services. Comprehensive financial planning. Financial literacy workshops.
EDUCATION
1980 — 1984
Columbia University
Master of Science (MS)
SKILLS
Public SpeakingCommunity OutreachProgram ManagementNon Profit ManagementProgram DevelopmentManagementNon-ProfitsSocial Impact Investment StrategiesLeadershipEmployee WellnessWeight Management ProgramsVolunteer ManagementHealth and Wellness CoachingStrategic PlanningAsset ManagementNonprofitsCorporate Wellness ProgramsCoaching
ABOUT LYNN GROSSMAN
Raymond James financial advisors may only conduct business with residents of the states…
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