• Edward Lynch, MBA, AAMS®, AIF®

    President

    Financial Advisor

Investing and small business ownership have both been a part of Ed’s life since he was very young. In his teens, he ran a landscaping business to help his family fund his private education and meet college costs. After attending college and while serving as an officer in the U.S. Army, Ed ran a small business to supplement his income. Ed even formed an investment club while on active duty military service. Today, Ed leverages these experiences as an independent Financial Advisor and owner of his financial services practice. He draws on diverse work experience as a military leader and corporate manager, his technical degrees in engineering and business, his professional industry credentials and 15 years of investment industry experience to comprehensively serve his clients. Yet what most distinguishes Ed’s character and values, is his tireless passion to serve others and partner with clients so they may achieve their goals! His clients include: individuals, families, business owners and not-for-profit organizations.

Ed has many roles: a husband and parent, a respected community volunteer, an experienced leader, a former corporate executive and retired military officer. He brings each of these life experiences into his profession to best serve his clients’ interests and always put them first. His branch team and Ed distinguish their services by: truly listening and understanding clients’ financial concerns, educating clients on the wealth solutions that can meet their unique goals, regularly communicating with them and offering them a long term business relationship that achieves their expectations. Ed’s vision for his financial services practice is to remain: “The #1 trusted source for the serious, long-term investor!”

Ed holds a Bachelor of Science degree in Industrial Engineering from Lehigh University and a Master of Business Administration (MBA) from Fordham University. He holds professional designations in the investment securities and personal insurance fields, including the Series 7 and Series 63, life and health insurance licenses, as well as the Accredited Asset Management Specialist (AAMS) professional designation. In 2011, Ed retired from 28 years of service to the U.S. Army (Engineer branch) in the rank of Lieutenant Colonel. He is an active member of organizations associated with retired military and nonprofit causes. Ed regularly volunteers his time to support: his religious parish, youth development, local charities and business development in his community.

Ed lives in Sugar Loaf, NY with his wife Susan and two college-aged children, Sarah and Michael. He most enjoys spending time with family and friends. His favorite activities include: fine dining, travel, golf, jogging, the beach, the outdoors and playing with his dog, Sasha.

COMPREHENSIVE SERVICES

  • Retirement Plans and Investments – 401(k), Defined Benefit, SEP and Simple IRA plans; Traditional & RothIRAs, annuities, stocks, bonds, mutual / exchange traded / closed end funds, UIT, hedge funds, private equity
  • Insurance Solutions – Life, Long Term Care and Disability
  • Education Planning – 529 College savings accounts, UTMA, UGMA
  • Wealth Management Strategies – estate planning, Trust accounts, Corp Trustee, asset protection,endowments/foundations investments
  • Financial Planning – develop/track custom plans to meet financial goals: retirement income/readiness
  • Raymond James Bank Services – securities-based line of credit, margin loans, mortgages
  • Industry-Leading Equity Research – to evaluate investment opportunities