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.
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.
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.
