Heather Lynch

Heather brings over 14 years of experience in the financial services industry. She works with individuals and families to provide comprehensive wealth management services designed to manage, sustain and grow their wealth across multiple generations. She shifts the focus from investments to advice beyond investing and makes the time to understand your needs and goals to create a custom, holistic financial plan for you. Her goal is to educate and guide you to make sound financial decisions throughout your life.

Heather earned her bachelor’s degree from Northeastern University in 2008 with a dual concentration in Finance and Management. She earned her certificate in Financial Planning at The College for Financial Planning in 2021 and is currently studying to obtain the CERTIFIED FINANCIAL PLANNER™ designation. When not working, she enjoys the beach, spending time with friends and family, staying active and DIY home projects. Heather resides in the South Shore with her son Dylan.