Email Me
$5+ trillion
In invested assets globally
As of 11/07/2023
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Senior Vice President–Wealth Management
Sebastian Wealth Management
For more than two decades, Lynne has been focused on building and protecting the wealth of high net worth individuals and families across the country. She specializes in working with people in transitional periods of their lives, such as newly retired, divorced, widowed or those who have recently come into an inheritance. She delivers comprehensive financial planning including budget analysis, investment management, legacy planning, retirement income and long term care solutions. Lynne enjoys educating the next generation of her clients and stresses the importance of financial independence.
A graduate of the University of California, Santa Barbara, Lynne earned the Chartered Retirement Planning Counselor® designation from the College of Financial Planning and holds Series 7, 63, and 65 securities licenses as well as life, annuity and long-term care licenses. Lynne is one of a select number of investment professionals at UBS who holds the Private Wealth Advisor designation, having acquired the specific knowledge and training essential for serving individuals with more than $10 million in assets.
Lynne has been an active public speaker for companies and non-profit organizations on topics such as retirement planning, wealth preservation and raising responsible children of wealth. She has been a contributor to articles featured in The Wall Street Journal and Dow Jones News. Lynne is an active participant in the community, advocating and volunteering for organizations such as The John Douglas French Alzheimer's Foundation, Pathways Volunteer Hospice and Caregiving and Second Harvest Food Bank.
Lynne and her husband Chris reside in Newport Beach with their two rescue dogs, Penelope and Dudley.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Sebastian Wealth Management
For more than two decades, Lynne has been focused on building and protecting the wealth of high net worth individuals and families across the country. She specializes in working with people in transitional periods of their lives, such as newly retired, divorced, widowed or those who have recently come into an inheritance. She delivers comprehensive financial planning including budget analysis, investment management, legacy planning, retirement income and long term care solutions. Lynne enjoys educating the next generation of her clients and stresses the importance of financial independence.
A graduate of the University of California, Santa Barbara, Lynne earned the Chartered Retirement Planning Counselor® designation from the College of Financial Planning and holds Series 7, 63, and 65 securities licenses as well as life, annuity and long-term care licenses. Lynne is one of a select number of investment professionals at UBS who holds the Private Wealth Advisor designation, having acquired the specific knowledge and training essential for serving individuals with more than $10 million in assets.
Lynne has been an active public speaker for companies and non-profit organizations on topics such as retirement planning, wealth preservation and raising responsible children of wealth. She has been a contributor to articles featured in The Wall Street Journal and Dow Jones News. Lynne is an active participant in the community, advocating and volunteering for organizations such as The John Douglas French Alzheimer's Foundation, Pathways Volunteer Hospice and Caregiving and Second Harvest Food Bank.
Lynne and her husband Chris reside in Newport Beach with their two rescue dogs, Penelope and Dudley.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
