Local homeless shelter, volunteer; The Regional Cancer Center, Annual Lowes Wharf Fishing Tournament, volunteer
Lynn is a Client Service Manager at The Colony Group. She is a consummate ‘people person’ who genuinely cares about every aspect of our clients’ lives. With over 12 years of experience assisting clients, she takes the time to get to know them and their families—remembering even the smallest details and always makes them feel valued. Lynn backs up her softer side with strong organizational skills and attention to detail as she flawlessly assists clients with their day-to-day account needs. Her warmth and enthusiasm fit right into The Colony Group’s culture as she supports the Wealth Advisors so they can focus their time and attention on our clients.
Lynn served as a Client Service Manager with Bridgewater Wealth & Financial Management prior to merging with The Colony Group. Prior to that, she was a Senior Registered Client Associate supporting five advisors and their clients and a Retirement Plan Coordinator for a prominent wealth management firm.
In her free time, Lynn loves to sing Karaoke, especially Tina Turner and Captain and Tennille songs.