David Lynch
P | 732-585-2451
F | 908-333-4036
E | david@equityws.com
Business Philosophy:
I focus on in implementing comprehensive financial strategies for clients seeking a full-service holistic retirement planning approach.
Background:
David started his career with his current broker-dealer, now Equitable Advisors in 2007. He is responsible for servicing a wide range of clients and has focused on assisting the faculty and staff in New Jersey Higher Education.
Born and raised in New Jersey, David received his Bachelor’s Degree from Rutgers University in Economics with Degrees in Business Administration and Management. He currently lives in central New Jersey with his wife and two children.
David holds FINRA Series 7 and 66 registrations: Life and health insurance licenses. He is serving clients in AZ, CA Insurance License Number: 4114739, CT, DE, FL, GA, MD, NC, NJ, NY, OH, PA, SC, TX. David also hold IAR registration in AZ, CA, CT, DE, FL, GA, MD, NC, NJ, NY, PA, SC and TX.
