As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Board Member -Ocean & Monmouth American Cancer Society
- Board Member-Ocean County Foundation for Vocation Technical Education
- Board Member - Georgian Court Planned Giving Council
- Member - Senior Resource Alliance
- Board Member - Ocean County Caregivers
- Financial Planning
- Municipal Bonds
- Estate Planning
- Fixed Income
- Retirement Planning
- Long Term Care Insurance
- 529 Plans
- Business Planning
- Qualified Plans
- Lending Services
- Alternative Investments
- Asset Management
- Cash Management
- Foreign Exchange
- Philanthropic Services
- Wealth Management
- Financial Planning Specialist Designation
- Chartered Retirement Planning Counselor, 2009
- Series 7 - Securities License, 2000
- Series 66 - Investment Advisory License, 2000
- Series 31 - Managed Futures & Commodities
- Life Insurance and Annuity License, 2001
- Health Insurance and Long-Term Care License, 2001
- Century Council - 2004, 2006, 2007, 2008, 2009
- Blue Chip Council - 2001 - 2005
- President's Council - 2003
- Triple Crown Award - 2001
Risk management strategies for individuals, couples and domestic partners...time for a review?
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Laurie Flynn is licensed in the following state(s):
CA, CT, DE, FL, GA, HI, MA, NC, NJ, NY, OH, PA, SC, TN, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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