Daniel "Mac" Lynch - CFP®, CLTC
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Executive Summary
Daniel "Mac" Lynch - CFP(r), CLTC is a highly experienced professional with 22.2 years of work experience in the financial industry. He specializes in managing wealth of private clients and families, focusing on organizing their goals and establishing a path to achieve these objectives. Daniel aims to establish a connection based on client terms and understand the often confusing nature of the financial world. He has held various positions at Janney Montgomery Scott LLC, including Vice President and Wealth Management, Financial Advisor, and Teacher/Coach. Daniel's expertise and dedication make him a valuable asset in the field of wealth management.
Contact Information
Current Workspace
Janney Montgomery Scott LLC
first vice president wealth management financial advisor of janney montgomery scott&Vice President | Wealth Management&Financial Advisor&Financial Advisor And The Lynch Team
first vice president wealth management financial advisor of janney montgomery scott
Vice President | Wealth Management
Financial Advisor
Financial Advisor And The Lynch Team
Professional Background
Personal Interests
Colleagues
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