Wealth Management@ Meridian Wealth Management, LLC
Los Angeles, California, United States
Lynne Witmer
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Penn State University
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Tell me more about Lynne Witmer?
FlashIntel GPTLynne Witmer is a highly experienced financial professional with 17.9 years of work experience. She specializes in fixed annuities, financial planning, retirement planning, and wealth management. Lynne has worked in various roles, including VP Financial Planning at Southport Capital and Agent at New York Life Insurance Company. She also has experience as a Financial Consultant at PNC and Meridian Wealth Management, LLC. Lynne's expertise lies in relationship management, insurance, and long-term care. She is currently based in Los Angeles, California.
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About
VP Financial Planning ... 2010 – September 2013 (3 years 2 months)Greater Los Angeles Area ... Corporate Paralegal at Northrop Grumman Corporation.
Work Experience
Wealth Management
Financial Services
Lynne Witmer's Professional Milestones
- Vice President Financial Planning (2013-09-01~): Implementing strategic financial planning efforts to optimize company-wide financial performance and drive sustainable growth.
- Financial Consultant (2006-01-01~2009-01-01): Providing unbiased financial advice to clients, optimizing their financial performance and maximizing their returns.
Education
Skill
Fixed Annuities
Financial Planning
Retirement Planning
Retirement
Wealth Management
Mutual Funds
Life Insurance
Series 7
Variable Annuities
Relationship Management
Insurance
Customer Service
Long Term Care
Whole Life
Long-term Care
Certification
Colleagues
Greg Couch
Chief Executive Officer | Founder
David Dowell
senior vice president at meridian wealth management llc
Quin Broadbent, CFP® AIF®
senior vice president wealth management advisor at meridian wealth management llc
Thomas Poskin
executive vice president at meridian wealth management
Barry D. Cooper, J.D.
senior vice president at meridian wealth management llc
Other Named Lynne Witmer
Frequently asked questions
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Lynne Witmer's social media include: Linkedin,
Lynne Witmer works for Meridian Wealth Management, LLC
Lynne Witmer's role in Meridian Wealth Management, LLC is Wealth Management
Lynne Witmer works in the industry of Financial Services
Lynne Witmer's colleagues are Greg Couch,David Dowell,Quin Broadbent, CFP® AIF®
Lynne Witmer's latest job experience is Wealth Management at Meridian Wealth Management, LLC
Lynne Witmer's latest education in Penn State University
