Lynn Waples
Gestionnaire de Portefeuille-Actions chez Argent Wealth Management LLC
Profil
Ms. Lynn Waples is Senior Financial Advisor at Argent Wealth Management LLC.
She joined the firm in 2008.
She is a member of NAPFA and the Financial Planning Association.
She serves as the Treasurer for the Annie Sullivan Middle School Parent Communication Council.
Previously, Ms. Waples was with State Street Bank as Director of Fund Accounting.
She received her Bachelor of Science degree in Business Administration from the University of Vermont and a Master of Science in Finance from Boston College.
Postes actifs de Lynn Waples
| Sociétés | Poste | Début |
|---|---|---|
Argent Wealth Management LLC
 Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/01/2008 |
Formation de Lynn Waples
| University of Vermont | Undergraduate Degree |
| Boston College | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Argent Wealth Management LLC
Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
