Lynn Magner Cfp Crpc Cdfa Email & Phone Number | In an evolving investment landscape, the financial advice you trust can make all the difference. My goal, as your Financial Advisor, is to become your partner. I want my clients to be able to focus on the things that matter most knowing they have someone who is looking out for their financial interests. I pride myself on my ability to listen and I actively engage with my clients so the plan and decisions we make, we make together. Together with my teammates, I assess each client’s individual situation—no matter how simple or complex—to guide them toward the milestones that are most important. Because I work with clients who typically have many moving parts to their financial lives, comprehensive planning is our priority. I value the role of being your “go-to” Advisor and ensuring that all of your wealth management needs are addressed through one well-coordinated strategy, simplifying your life so you can focus on what matters most. I am eager to put to work for you my team's broad planning and investing experience along with the specialized resources and insights of UBS. /*********/ **These 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 http://www.ubs.com/fas-legal for the full disclosure.**

Lynn Magner Cfp Crpc Cdfa

In an evolving investment landscape, the financial advice you trust can make all the difference. My...
411 East Wisconsin Avenue, Milwaukee, United States

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Lynn Magner Cfp Crpc Cdfa’s Email lynn.magner@ubs.com

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Lynn Magner Cfp Crpc Cdfa’s Location 411 East Wisconsin Avenue, Milwaukee, United States

Lynn Magner Cfp Crpc Cdfa’s Current Industry Ubs Financial Services

Lynn Magner Cfp Crpc Cdfa’s Prior Industry Morgan Stanley

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Work Experience

Ubs Financial Services

VP - Wealth Management

2009-02-01 00:00:00 - Present

Morgan Stanley

Financial Advisor

1999-07-01 00:00:00 - 2009-02-01 00:00:00

Skills

No Skills Available

Languages

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FAQ About Lynn Magner Cfp Crpc Cdfa

Lynn Magner Cfp Crpc Cdfa is located at
411 East Wisconsin Avenue, Milwaukee, United States

Lynn Magner Cfp Crpc Cdfa is a In an evolving investment landscape, the financial advice you trust can make all the difference. My goal, as your Financial Advisor, is to become your partner. I want my clients to be able to focus on the things that matter most knowing they have someone who is looking out for their financial interests. I pride myself on my ability to listen and I actively engage with my clients so the plan and decisions we make, we make together. Together with my teammates, I assess each client’s individual situation—no matter how simple or complex—to guide them toward the milestones that are most important. Because I work with clients who typically have many moving parts to their financial lives, comprehensive planning is our priority. I value the role of being your “go-to” Advisor and ensuring that all of your wealth management needs are addressed through one well-coordinated strategy, simplifying your life so you can focus on what matters most. I am eager to put to work for you my team's broad planning and investing experience along with the specialized resources and insights of UBS. /*********/ **These 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 http://www.ubs.com/fas-legal for the full disclosure.**