PROFESSIONAL PROFILE

Lynn Anne Gillen, CIMA®, a Financial Advisor in the Charleston, SC office of Merrill Lynch has established a tradition of working passionately with her clients to see them achieve their investment goals. Whether preparing for important life events such as retirement, sending a child to college or building a business, Lynn Anne had defined her business practice with both unrivaled professionalism and an ambitious work ethic.

Clients enjoy a trusted relationship, peace of mind, and a clear and concise financial roadmap custom tailored to meet their specific needs. The process begins through careful listening—a thorough client assessment is conducted to outline needs, goals, current financial situation, insurance, and tolerance for risk. A well diversified portfolio is crafted to meet these critical goals. Continuous monitoring of the client’s goals and financial picture as well as the portfolio is the last step in the process.

Lynn Anne is very active in the Charleston community, presently serving as Chairperson of Charleston Women in International Trade. She is also a Past President of the Lowcountry’s Susan G. Komen for the Cure, with an additional four years on the board as Education Chair. Lynn Anne’s other impressive civic achievements include: “Forty Under 40” award by the Charleston Regional Business Journal, selected member of Leadership Charleston Class of 2004, and selected member of Leadership South Carolina Class of 2007.

Lynn Anne’s education includes a Master of Science degree in Public Health from the University of South Carolina and a Bachelor of Arts degree in Psychology from Vanderbilt University. She resides in Charleston with her husband and has worked in the financial services industry since 2001.

Clients can expect:
RESPONSIVENESS- client inquiries and issues will be addressed immediately
EDUCATION- it is vital to understand how and why a portfolio is invested. Lynn Anne will spend time explaining money management
EXPERTISE- extensive and ongoing training helps provide useful and innovative ideas to each client
PROACTIVITY- clients can expect regular contact to capitalize on opportunity and avoid pitfalls before they occur