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My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Associations
- Women's Chamber of Commerce of Miami-Dade
Board Member
Miami, FL - OWIT - Organization of Women in International Trade
Active Member
Miami, FL - National Association of Women Business Owners
Supporting Member
Miami, FL - IT Women
Supporting Member
Miami, FL - Miami Pace Triathlon Club
Active Member
Miami, FL
Services
- Estate Planning
- Wealth Management
- Family Consulting
- Financial Planning
- Fixed Income
- Foreign Exchange
- Lending Services
- Qualified Plans
- Retirement Planning
- 529 Plans
- Executive Financial Services
- Business Planning
- Education Planning
- Exchange Traded Funds
- Structured Products
- 401k Rollovers
- Insurance Services
- Annuities
- LGBT Planning Services
Education and Licensing
- Chartered Financial Analyst
CFA Institute, 1996 - MBA, 2003
IEDE / UEM
Madrid, Spain - Series 7 & 66 Licensed
- Life, Health & Variable Annuity Insurance Licensed
- Spanish Fluent
Business Experience
- 2009
- Present:
Morgan Stanley Smith Barney
Financial Advisor
Coral Gables, FL - 2004
- 2009: Entrepreneur
Buenos Aires, ARG - 1997
- 2002: Bank of Montreal / Harris
Chicago, IL - 1995
- 1997: Dresdner Bank
New York, NY - 1993
- 1994: Huntington Bank
Columbus, OH - 1985
- 1993: Comerica Bank
Detroit, MI
Bulletin Board
Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Using the phone number above, call to develop a plan for achieving the retirement you envision.
If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please call or send an email.
Lynn A. Herald is licensed in the following state(s):
CA, FL
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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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
