Knowledge, experience, leadership And the confidence to pursue your goals
Since 2006, John Lynch has been helping high net worth families and business owners address the complex challenges of managing significant wealth. As a Senior Vice President at UBS and CERTIFIED FINANCIAL PLANNER™, John works directly with clients to help them construct, execute and sustain customized and comprehensive wealth management plans. This involves serving as the channel between clients and the global resources and expertise of UBS. John firmly believes in a team approach in working with high net worth families understanding that successful collaboration between respective disciplines allows clients to make sound planning and investment decisions. In addition, as a Retirement Plan Consultant at UBS, John delivers consistent, relevant education and plan design for retirment plan participants and trustees.
John’s client first mantra has followed him through his career as a financial advisor beginning at Merrill Lynch and most recently at JP Morgan as an Independent Private Client Advisor. He believes in building long term relationships with clients and their families through multi generation planning services.
John graduated from the University of Notre Dame, and was a two-sport varsity athlete in football and track and field. He resides in Chappaqua, NY with his wife of 17 years and three children.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President- Wealth Management, CFP® |
299 Park Avenue |
March 2016 - Present |
JPMorgan Securities |
Independent Private Client Advisor |
191 Mamaroneck Avenue White Plains, NY 10601 |
April 2010 - March 2016 |
Merrill Lynch |
Financial Advisor |
World Financial Center 200 Vesey Street NY, NY |
September 2006 - October 2009 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER
Education
- University of Notre Dame
Licenses
- Series 7
- Series 66
- Life and Health
Registered States:
AL, CA, CT, FL, GA, MA, MO, NJ, NY, OH, OR, PA, VI