Daniel mac Lynch
First Vice President / Wealth Management, Financial Advisor of Janney Montgomery Scott
- Role
- First Vice President Wealth Management, Financial Advisor at Janney Montgomery Scott LLC
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Daniel mac Lynch
I, along with the other members of Lynch, Myers, Pastin Wealth Management, focus on…
Experience
First Vice President Wealth Management, Financial Advisor
Feb 2020 — Present
Education
Colby College
BA, Cum Laude
2001 — 2005
Shady Side Academy
Diploma
1997 — 2001
Skills
- Finance
- Long Term Care Insurance
- Strategic Planning
- Management
- Investments
- Taxable and Tax Free Bonds
- Cash Management
- Leadership
- Personal Financial Planning
- Asset Management
- Annuities
- Public Speaking
- Estate Planning
- Fixed Annuities
- Research
- Wealth Management
- Alternative Investments
- Mutual Funds
- Asset Allocation
- Series 63
- Retirement Planning
- Managed Investments
- Portfolio Management
- College Saving Planning
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