Justin Lynch
Advisor at Merrill
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.
Advisor at Merrill
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.
Location
Florham Park, NJ 07932
Credentials
Series 66
Industry experience
16 years
Justin Lynch is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on building relationships with clients and their families to create personalized wealth strategies that emphasize organization, purpose, and tax efficiency. He works collaboratively with clients to develop plans aligned with their life priorities, goals, and aspirations.
With over 20 years of experience serving entrepreneurs, corporations, and private individuals, Justin joined Merrill in 2009 to provide trusted financial advice. He maintains his CPA license and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise includes executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Justin does not provide tax advice in his current role.
Justin holds a Bachelor of Science degree in accounting from Villanova University and an MBA in finance from New York University. He resides in Bernardsville, NJ with his wife Anne and their three rescued dogs. He participates in volunteer activities through organizations such as Rotary and his local parish, and he is a former President of the Oratory Prep Parents' Guild. In his free time, he enjoys golf, fishing, and a competitive game of horseshoes.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
100 Campus Dr
Florham Park, NJ 07932
New Jersey · New York · Texas
Bank of America,N.A.
2011 - Present (15 years)
Merrill Lynch
2009 - Present (17 years)
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