David Lynne
P | 732-452-7326
F | 732-906-3658
E | david.lynne@equityws.com
Business Philosophy:
I always ensure that my entire practice is customer centric. I pride myself on active, regular client communication and on being accessible for my clients to assist them with their financial initiatives.
Background:
After a long career in the mortgage and banking business, David joined his current broker-dealer, now Equitable Advisors in 2013. His primary focus is assisting public school and non-profit employees with their retirement planning goals, with specific experience in the New Jersey State Pension. David facilitates strategies for the 403(b) and 457(b) to help create and preserve wealth for his clients’ future and their retirement.
After graduating from Rider University with a Bachelor’s Degree in Accounting, David became an internal auditor for New Jersey National Bank. He then went on to become the Vice President of a special needs clothing company for 12 years before returning to the financial world. David currently resides in Garwood, New Jersey along with his wife.
David holds FINRA series 7 and 66 registrations: Life and health insurance licenses. He is serving clients in FL, MD, NJ, NY, PA and VA. David also holds IAR registrations in FL, MD, NJ, PA and VA.
