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Ian Lynch

Wealth Management Advisor at Merrill Lynch Wealth Management

Ian Lynch has built a successful career in financial services at Merrill Lynch since 1997, offering a wide array of financial solutions including investment services, retirement planning, lending recommendations, insurance services, and wealth transfer strategies.

As a dedicated CERTIFIED FINANCIAL PLANNER™ certificant and Chartered Retirement Planning CounselorSM (CRPC®), Ian specializes in assisting individuals and small businesses with tailored strategies to meet their financial goals, especially focusing on clients approaching or in retirement.

In addition to his academic achievements, graduating with a Bachelor's degree in Finance from Rutgers University, Ian is also a qualified Portfolio Manager at Merrill Lynch. This allows him to create and manage personalized investment strategies, utilizing various financial instruments like individual stocks and bonds, model portfolios, and third-party investment options.

Ian Lynch currently holds the position of Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He resides in Warren County, NJ, with his wife, Christine, providing his expertise and services in the financial sector to his community and beyond.

Ian Lynch
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Location

New York City Metropolitan Area