Lynn Gillen, Gillen Wealth Management, LLC
I’m willing to give advice on:
Sales/Managing a Pipeline
Expanding/Scaling a Business
Gillen Wealth Management, LLC is a full-service financial planning firm. Financial Planning starts with a discussion of your goals, hopes, and dreams. What is important to you and your family? Why? What are you currently doing to reach those goals? From here, Lynn Anne creates a roadmap of how to reach your goals and dreams such as a comfortable retirement, helping family members, or starting a new business. The process results in a customized investment plan, savings and debt management strategy, and insurance analysis. Gillen Wealth Management, LLC utilizes a full range of products from stocks, bonds, mutual funds, index funds, separately management accounts, and insurance.
My mission is to provide guidance to help you obtain your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with clients and their families. Lynn Anne has been providing financial advice and wealth management services to affluent families, business owners, and non-profits since 2001. After more than 11 years at the two largest wirehouses (Morgan Stanley & Merrill Lynch), she launched her own firm, Gillen Wealth Management, LLC in 2012. The decision to create Gillen Wealth Management, LLC was driven by the desire to deliver excellent customer service and independent unbiased advice specific to each client’s situation. Lynn Anne’s education, leadership, community service, and family values tell the story of who she is. Lynn Anne holds the CERTIFIED FINANCIAL PLANNER™ and the CERTIFIED INVESTMENT MANAGEMENT ANALYST™ designations along with her Series 7 and 66 securities registrations. She graduated from Vanderbilt University with her undergraduate degree and the University of South Carolina with her Master's Degree. She and her husband, Shamus, have three wonderful daughters. Outside the office, Lynn Anne enjoys spending time with her family and friends, reading, traveling, baking, and all the wonderful activities the Charleston area has to offer.