Lynn Kaye Cfp

Lynn Kaye CFP(R), CIMA(R) is an experienced financial professional with a career spanning several decades in wealth management and investment advising. Since May 2009, Lynn has served as Registered Principal and Branch Manager at LPL Financial, and as President, Wealth Advisor, and Owner at Kaye Family Wealth Management, where financial consultants operate as registered representatives of LPL Financial. Prior experience includes roles as Vice President/Senior Consultant at Morgan Stanley Dean Witter, Assistant Vice President/Investment Executive at Piper Jaffray, and Vice President of Institutional Sales and Marketing at Investment Advisers, Inc. Lynn's educational background includes a BS in Business from St. Cloud State University, along with certifications as a CERTIFIED FINANCIAL PLANNER(TM) from the College of Financial Planning and a CIMA(R) Certified Investment Management Analyst from The Wharton School.