Lynn is a graduate of Mississippi State University. He has over 44 years of experience in the financial services industry, concentrating on the financial needs of both individual clients as well as corporate executives and non-profit fiduciaries. Lynn began his career with E.F Hutton in New York in 1978. He joined Raymond James in 1987 and is currently a Managing Director of the firm. Lynn’s focus is on portfolio construction, asset allocation, risk management, and planning strategies for high net worth and ultra-high net worth clients.
Lynn has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth and his mastery of methods and resources necessary to support their expansive financial interests.
Lynn has been featured in publications including “Forbes” – Best-In-State Wealth Advisors in 2020 and 2021. “The Memphis Business Journal” and in 2003 was the topic of a chapter in “The Wealth Factor”, a compilation of financial advisors sharing their thoughts and knowledge.
He is actively involved in the Memphis community and his charitable support includes United Way, St. Jude Children’s Research Hospital, American Cancer Society and the American Heart Association. Lynn is a member of St. George’s Episcopal Church and serves as chairman of the Endowment Committee. He also serves on the board of the Southern College of Optometry as chairman of the Finance Committee and Endowment Committee.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.