Michael R. Lynch has been a full-service Financial Advisor for over 24 years. During that time he has developed strong, long-term client relationships, built on trust and service.
Mike’s areas of specialty include individualized retirement planning and investment management. Mike has extensive experience in assisting high net worth clients with services including investment of transition dollars, reinvestment of qualified rollover money, tax-exempt municipal bonds, customized equity portfolios with a total return bias and customized hedging strategies.
Michael graduated from the University of Wisconsin – Milwaukee, earning a bachelor’s degree in business administration with emphasis in marketing and finance. He completed the Advanced Wealth Manager (AWM) Program, a professional designation specifically designed by RBC Wealth Management. This exclusive program builds on the fundamentals of wealth management - our methodology for helping you accumulate, protect, enjoy and transfer your wealth - with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of your individual financial objectives and address complex financial needs.
Mike enjoys coaching his two children, Matthew in tennis and Kendall in Basketball. Michael is actively involved with several different non-profit organizations. He is involved with Children’s Hospital and fundraising for the Multiple Sclerosis Society.