Kevin Lynch, a Registered Client Service Associate, has had a rich and varied career in the financial industry, starting from his graduation from the University of Connecticut in 2002 with a major in communications/journalism. His journey took him from UBS Investment Bank in Stamford, CT, where he worked in tax operations and loan trading operations, to Legg Mason Global Asset Management as a sales service associate. During this time, he also earned his MBA from Sacred Heart University in Fairfield, CT.
Driven by his passion for serving clients, Kevin transitioned to the wealth management industry by joining Morgan Stanley. In 2021, he relocated to Florida while continuing his work with Morgan Stanley. In 2024, he decided to move to Raymond James to better service clients.
Outside of his professional life, Kevin enjoys fishing, boating, and spending time with his family. His story is a testament to his dedication to his career and his commitment to providing the best service to clients.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
