Lynette Ancona, Cfp, Cws, Mba Email & Phone Number

Lynette has been serving the financial needs of professionals, business owners and their families for more than 30 years. She strives to develop long-term relationships with her clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.As your financial advisor, Lynette takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Lynette works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.Raymond James’ extensive resources include professionals in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Lynette works diligently to help you develop both your personal financial plan and a detailed investment strategy. Lynette’s planning-based approach is designed to help you meet current financial needs while working toward future goals, mitigate tax liabilities and successfully address estate issues, get better control of discretionary expenses and pursue your long-term financial goals.Originally from Brooklyn, Lynette graduated from Hofstra University with a Masters degree in business. She earned the professional designations of CERTIFIED FINANCIAL PLANNER® professional in 2012 and Certified Wealth Strategist® in 2016. Prior to joining Raymond James in 2024, Lynette worked for Charles Schwab for 15 years. Away from the office, Lynette enjoys running and spending time with her family.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.  Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Listed skills include Reviews, Investments, Planning, Education, and 2 others.