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Deborah B

Series 63, Series 65

Sarasota, FL

Commonwealth Financial Network

Deborah Baldyga is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at Commonwealth Equity Services, Inc. since 1999 and is a co-owner of WealthPort, LLC, where she is involved in fixed insurance sales. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support while offering a variety of investment and insurance products through discretionary and non-discretionary portfolio management options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Donald L

Series 63, Series 66

Sarasota, FL

Commonwealth Financial Network

Donald Lynch Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been associated with WealthPort, LLC and Commonwealth Equity Services, Inc. since 1995. Lynch is also president and co-owner of WealthPort, LLC, a private entity operating in the securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides comprehensive back-office support, technology, investment management, and compliance resources while allowing advisors discretion in portfolio construction.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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