Clinton Lynch Cfp

Clinton Lynch, CFP®, CPWA®, CEPA, is the Managing Director and Financial Advisor at Congress Wealth Management, LLC. Prior to his current role, Clinton held positions such as Managing Director at Apexium Financial LP, Vice President - Financial Consultant at Charles Schwab, and Regional Director at TS Capital, LLC. He also has experience as an Investment Consultant at TD Ameritrade and as an Internal Wholesaler at Eaton Vance. Clinton graduated from Saint Joseph's University with a Bachelor's degree in Finance, General.