Lana LYNCH
Financial Advisor
NMLS #1959329
51 John F Kennedy Pkwy
Short Hills, NJ 07078
973.912.7571
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We can help you develop a wealth management approach designed to help your assets last through your lifetime and to pursue your desired retirement lifestyle. 
Profile

Lana Lynch works closely with clients to provide advice and guidance to executives, small business owners and families. Her planning process aligns her clients’ investments with their life goals. She employs risk management strategies aligned with achieving their financial objectives. Lana and her team have over 100 years of combined Investment and planning experience.

Lana joined Merrill in 2019, and her 15-year professional career spans from small start-ups to international business and wealth management.

She holds an MBA from the Stern School of Business at NYU.

Lana is fluent in English and Russian as well as conversational in German and French.

Lana has a passion for charitable initiatives supporting needy and homeless animals.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Justin Obregon
Regional Lending Specialist
Bank of America, N.A.
NMLS #1536487
Lorena Wehle
Wealth Management Banking Specialist
Merrill
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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LANA LYNCH is registered to do business in CA, CT, DC, DE, FL, IL, MA, MD, MO, NC, NJ, NY, OH, PA, PR, RI, TN, TX, VA, WA.