Wealth Insights (WI) Team
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Experience

Makes all the difference

Lynn Magner

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OR
  • SC
  • SD
  • TX
  • WI
  • WV

Lynn Magner

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Chartered Retirement Planning Counselor
  • Certified Divorce Financial Analyst

Lynn Magner

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Legacy planning
Long-term care planning
Retirement planning
Impact investing
Women investors

Lynn Magner

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

Lynn Magner

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OR
  • SC
  • SD
  • TX
  • WI
  • WV

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Chartered Retirement Planning Counselor
  • Certified Divorce Financial Analyst

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Legacy planning
Long-term care planning
Retirement planning
Impact investing
Women investors
17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

lynn.magner@ubs.com
Lynn Magner
17335 Golf Parkway,Brookfield,WI,53045

Lee McCarthy

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • NC
  • NE
  • NJ
  • NM
  • NY
  • OH
  • SC
  • SD
  • TN
  • TX
  • WI
  • WV

Lee McCarthy

Education

  • University of Rhode Island, B.A. in Finance

Lee McCarthy

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Cash management
Securities-backed lending
Financial planning
Retirement planning
401(k) plan services
Business owners

Lee McCarthy

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

Lee McCarthy

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • NC
  • NE
  • NJ
  • NM
  • NY
  • OH
  • SC
  • SD
  • TN
  • TX
  • WI
  • WV

Education

  • University of Rhode Island, B.A. in Finance

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Cash management
Securities-backed lending
Financial planning
Retirement planning
401(k) plan services
Business owners
17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

lee.mccarthy@ubs.com
Lee McCarthy
17335 Golf Parkway,Brookfield,WI,53045

Hannah Romboy

Client Associate

Hannah Romboy

Education

  • University of Wisconsin – La Crosse, B.S.

Hannah Romboy

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Cash management
Multi-generational families

Hannah Romboy

17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

Hannah Romboy

Client Associate

Education

  • University of Wisconsin – La Crosse, B.S.

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Banking
Cash management
Multi-generational families
17335 Golf Parkway
Suite 525
Brookfield, WI 53045

Email Me

hannah.romboy@ubs.com
Hannah Romboy
17335 Golf Parkway,Brookfield,WI,53045

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