Gary Lynch

Vice President - Investments
973-299-9222 ext.264

Registrations & Licenses:

Series 4, 6, 7, 24, 63, 66

Life and Health Insurance Licenses

 

In 2014, Gary Lynch joined Allied Wealth Partners as Vice President of Investments, playing a vital role in all aspects of investments and annuities for the firm. 

Having over two decades of success in the financial services industry, Gary provides unique insight on both practice management and advisor development.  Gary offers portfolio analysis not only to his own clients but to many of the advisors in a variety of areas from overall retirement strategies to options strategies and qualified plans.

Gary is also heavily involved in the training and mentorship programs here at Allied Wealth Partners. 

Gary joined Allied Wealth Partners in January of 2014 after having worked as investment specialist at New England Financial for over 14 years.  During that time, Gary built up a wealth of knowledge having worked as a registered representative, the agency’s Compliance Director, and since 2007, the firm’s Investment Specialist.

Gary holds his series 7, 63, 66, 24, and 4 registrations.

He is a registered principal of the firm and the firm’s only registered options principal.

When Gary’s not working he enjoys spending time with his family and playing sports with his son. Gary and his wife, Vanessa, have been married for 19 years and they have a 14 year old son, Nick.

 

Founded in 1966, Allied Wealth Partners prides itself on being an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan area.