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Laurie Flynn
Laurie Flynn
Vice President - Wealth Management
Financial Planning Specialist
1144 Hooper Avenue
Toms River, NJ 08753
tel: 732-914-2315
toll free: 800-624-0292
fax: 732-505-9693
Email Me
Welcome Associations Honors Services Education
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Board Member -Ocean & Monmouth American Cancer Society
  • Board Member-Ocean County Foundation for Vocation Technical Education
  • Board Member - Georgian Court Planned Giving Council
Honors and Recognitions
  • Century Council - 2004, 2006, 2007,2008
  • Blue Chip Council - 2001 - 2005
  • President's Council - 2003
  • Triple Crown Award - 2001
Services
  • 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
  • Futures
  • Philanthropic Services
  • Wealth Management
Education and Licensing
  • Financial Planning Specialist Designation
  • 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
Bulletin Board
  • Risk management strategies for individuals, couples and domestic partners...time for a review.
  • Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please contact us.
  • To learn more about us, our financial planning process, business and investment philosophy, please click on Our Practice.
Laurie Flynn is licensed in the following state(s): CA, CT, DE, FL, HI, NC, NJ, NY, OH, PA, TN, UT, 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.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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