Lynne Grimson, CFP®, Graduated with a Bachelor of Arts degree in finance from the University of Colorado. Lynne joined RBC Wealth Management in 2002 where she passed the Series 7, 63, 66, 9, and 10 securities exams. In 2023, Lynne completed the rigorous coursework at Northwestern University and passed the exam to obtain the CERTIFIED FINANCIAL PLANNER designation. The program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including risk management techniques, investments, taxes, insurance, estate, and retirement planning. With the CFP® designation, comes a passion for helping our clients meet their financial goals through portfolio construction and wealth management planning. Born in St. Louis Missouri, Lynne now lives in Louisville Colorado with her husband, Jesse, and their two boys, Nicholas and Lucas. The whole family enjoys exploring the great outdoors of Colorado.
