Charles Lynch
Senior Vice President - Investments at
Wells Fargo Advisors
Years of Experience
20 years
Number of Clients
85
Average Client Size
$1,100,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
Comprehensive planning matters more than just investments - we look at the complete financial picture.
Clientele
Services Provided
Retirement Planning
Investment Planning
Investment Management
Insurance
Specialties and Expertise
Pricing Models
Education
Boston University
Master's degree - Investment Management
Obtained in 2012
Previous Work Experience
J.P. Morgan Wealth Management
Vice President - Investments - Private Client Advisor
2018 - 2025
Merrill Lynch
AVP Financial Solutions Advisor
2017 - 2018
Fidelity Investments
Investment Consultant
2014 - 2017
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested