Please complete the CAPTCHA to continue
@wealthadvise.com
✓
4 phones found area 512 and 205
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Lynne Wiggins is listed as Founder and CEO of ARIV Wealth at Ariv Wealth, a with 2 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at wealthadvise.com, phone signal with area code 512, 205, and a matched LinkedIn profile for Lynne Wiggins.
Lynne Wiggins previously worked as Founder & CEO at Ariv Wealth and Securities Law Expert Witness at Integrated Wealth Straregies. Lynne Wiggins holds Bachelor Of Science - Bs, Marketing from Auburn University.
This section adds company-level context without repeating Lynne Wiggins's masked contact details.
AeroLeads found 1 current-domain work email signal for Lynne Wiggins. Compare company email patterns before reaching out.
A thirty-five year veteran in the securities industry both as an Attorney and Financial Advisor, Lynne enjoys working closely with her clients and developing an overall strategic wealth management plan aligned with their goals and family legacy plan. As a FINRA Arbitrator, former SEC Attorney and trial counsel for several Fortune 500 companies, Lynne's experience spans decades and across multi-disciplines. Her extensive knowledge of the financial markets combined with her dedication to a high standard of excellence provides her clients with the roadmap to their desired financial destination.We are a team of financial professionals based in Austin, Texas with experience spanning over five decades. In 2021, we launched our collective experience and partnered with RFG Advisory, an innovative and award-winning financial platform for independent advisors. With the benefit of integrated resources and financial acumen, we offer you, your family and/or business, comprehensive strategies into one customized plan. Relationships built on trust and informed advice are our foundation and serve to guide our individual and collective journeys. Here in Austin we embrace the vibrancy and spirit of "community" - growing, reaching and always in motion. It's a constant reminder that community adds a richness to our journeys. We look forward to being a part of yours.As your fiduciary partner, we integrate all aspects of wealth management and guide you through every phase of your financial life. We take a holistic approach in order to best support your life goals and help you fulfill your lifelong dreams. The foundation to our investment approach is based on proven concepts - applying years of academic research to practical investing - that help to maximize returns, manage risk, and build long-term meaningful client relationships. We provide a strategy for the ages with a multi-generational focus. We educate and prepare future generations to meet the challenges of an evolving financial landscape.
Listed skills include Securities, Investment Advisory, Estate Planning, Retirement Planning, and 21 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Austin, Texas
We are an innovative Austin-based independent advisory firm providing multi-generational financial guidance. We partner with our clients to create a comprehensive plan that maps their journey and aligns with their life purpose as well as their family's. Our success lives in the opportunity of supporting our clients navigate that journey and help reach their desired destination.
Austin, Texas
Lead Partner in our Family Wealth Management Practice providing personalized integrated wealth management solutions and multi-generational estate planning. IWS also provides professional financial management, planning and investment advice to individuals, families, and businesses. Our comprehensive and unique advisory and consulting services integrate all aspect of our client’s financial picture in a well-coordinated and executed plan. We offer asset protection strategies, retirement and estate planning, income tax review in order to provide for our client’s prosperous retirement and multi-generational wealth. Our wealth strategy is based on long-term investment goals of preserving principal, maximizing income and accumulating capital. As our client’s fiduciary partner, we review and monitor their wills, estate plans and trusts, investments, taxes, business plans, and insurance.We also provide Expert Witness and case analysis services for securities-related cases involving suitability claims, churning, excessive trading, unsuitable investments, investment fraud and other cases related to stocks, equities, investments and portfolios. As Experts with over 25 years of securities and tax experience, both as attorneys and investment professionals, we have extensive backgrounds in account/investment analysis, portfolio management, and investment management services. We represent both claimants and respondents in helping our clients reach favorable results in arbitration and court.
Austin, Texas Area
Financial and Wealth Management Advisor to high net worth individuals and businesses, specifically regarding asset allocation and management, estate and retirement planning, structured products, and alternative investments through a comprehensive and strategic investment approach. Securities Licenses 7, 31, 66.
Greater Los Angeles Area
Provided legal services in securities litigation matters to various corporations and law firms, including AOL, Morgan Lewis & Bockius, and Caldwell, Leslie & Proctor.
Washington, Dc
Greater Atlanta Area
Birmingham, Alabama Area
Activities and Societies: VP, School of Business Editor, Business School Newspaper
Activities and Societies: VP School of Business Editor in Chief, Business School Newspaper
Quick answers generated from the profile data available on this page.
Lynne Wiggins works for Ariv Wealth.
Lynne Wiggins is listed as Founder and CEO of ARIV Wealth at Ariv Wealth.
AeroLeads has found 1 work email signal at @wealthadvise.com for Lynne Wiggins at Ariv Wealth.
AeroLeads has found 4 phone signal(s) with area code 512, 205 for Lynne Wiggins at Ariv Wealth.
Lynne Wiggins is based in Austin, Texas, United States while working with Ariv Wealth.
Lynne Wiggins has worked for Ariv Wealth, Integrated Wealth Straregies, Integrated Wealth Strategies, Llc, Ubs Financial Services, and Securities Litigation Counsel.
You can use AeroLeads to view verified contact signals for Lynne Wiggins at Ariv Wealth, including work email, phone, and LinkedIn data when available.
Lynne Wiggins holds Bachelor Of Science - Bs, Marketing from Auburn University.
Lynne Wiggins is listed with skills including Securities, Investment Advisory, Estate Planning, Retirement Planning, Investments, Expert Witness, Wealth Management, and High Net Worth Individuals.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Lynne Wiggins you were looking for.
View similar profiles
