Justin J Lynch
Advisor at Merrill — Florham Park, NJ 100 Campus Dr
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
16 years
Location
Florham Park, NJ 07932
Merrill
Institution
Justin Lynch is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he focuses on building valued relationships with clients and their families to develop personalized wealth strategies. He concentrates on delivering organization, purpose, and tax efficiency to help clients achieve their financial goals.
Justin has over 20 years of experience providing financial strategies for entrepreneurs, corporations, and private individuals. He joined Merrill Lynch Wealth Management in 2009 to provide trusted advice and assist clients in planning their financial futures. While he maintains his Certified Public Accountant (CPA) license and holds the Chartered Retirement Planning Counselor (CRPC) designation, he does not provide tax advice in his current role.
He holds a Bachelor of Science degree in accounting from Villanova University and a Master of Business Administration degree in finance from New York University. Justin resides in Bernardsville, NJ with his wife Anne and their three rescued dogs. He actively volunteers for local organizations including Rotary and his church, and has served as President of the Oratory Prep Parents' Guild. His personal interests include golf, fishing, and horseshoes.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Florham Park, NJ 100 Campus Dr
100 Campus Dr
Florham Park NJ 07932
Advisors at this office
142
New Jersey · New York · Texas
16 years of industry experience
Bank of America,N.A.
2011 - Present • 15 years
Florham Park, NJ
Merrill Lynch
2009 - Present • 17 years
Florham Park, NJ
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