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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.
Senior Vice President–Wealth Management
Financial Advisor
The core of any relationship depends on trust. Trust develops through shared experiences and communications. One of the greatest values that Lynn brings to her relationships is thoughtful listening and an atmosphere where they explore the future together. Her desire is to work with her clients to create a plan - both personal and financial, that will give them the freedom to pursue their passions and goals knowing they can trust her with the complexities of their situation.
In addition to nearly 30 years of experience in wealth management, Lynn earned both a Bachelor and Master of Science degree in Agricultural Research from the University of Minnesota. She is a member of the Junior League of St. Paul and has recently served on the investment committee. In her free time she enjoys gardening, traveling and spending time with her husband Kelly and their son Willie. They live in Eagan.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
The core of any relationship depends on trust. Trust develops through shared experiences and communications. One of the greatest values that Lynn brings to her relationships is thoughtful listening and an atmosphere where they explore the future together. Her desire is to work with her clients to create a plan - both personal and financial, that will give them the freedom to pursue their passions and goals knowing they can trust her with the complexities of their situation.
In addition to nearly 30 years of experience in wealth management, Lynn earned both a Bachelor and Master of Science degree in Agricultural Research from the University of Minnesota. She is a member of the Junior League of St. Paul and has recently served on the investment committee. In her free time she enjoys gardening, traveling and spending time with her husband Kelly and their son Willie. They live in Eagan.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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