Chris Lynch


Senior Vice President, Investments

Wealth Management Specialist

Direct: 615.645.6707

CHRIS.LYNCH@RAYMONDJAMES.COM

 

Chris has been providing financial strategies and services to affluent individuals and families since 1999. He began his career at J.C. Bradford & Co. (later acquired by Paine Webber, then UBS Investment Services). In 2006, Chris and his father brought their team to Raymond James, where they continue to assist successful clients with their long term wealth management needs. Chris has significant experience in working with high-net-worth families and institutions, and has a long track record of developing customized investment strategies for clients.

Chris has received a number of accolades for distinguished professional service. He has been elected numerous times to Raymond James' Chairman’s Council* and President’s Council*, which recognizes the leading financial advisor's within the firm. In addition, Chris is a CERTIFIED FINANCIAL PLANNERTM professional, Certified Estate Planner, and also holds the Wealth Management Specialist designation. Within the team, Chris specializes in comprehensive wealth management for affluent families, global fixed income and equity capital markets, institutional money managers, and concentrated equity positions.

Chris is a graduate of Middle Tennessee State University with degrees in Accounting and Finance. He is extremely active in the community. He currently serves on the board of the Murfreesboro Optimist Club as Vice-President, is a Leadership level member of United Way, a supporter of the Boys and Girls Club of Rutherford County and is a former member of the Board of Directors of the BRAA. Chris enjoys coaching baseball, golf, and spending time with friends and family.

Chris and his wife Kim live in Murfreesboro with their three children, Dillon, Denton, and Dalton.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.