Lynn Beal

Investment Philosophy

My intention is to help clients and prospects understand how to make critical decisions regarding the investment of their assets and what type of recommendations they can expect from me based on their specific situation. My goal is to assist my clients in tax efficient strategies to preserve capital for their retirement and estate plans.

Business Philosophy

As a financial professional, I focus on educating clients to understand the holistic financial picture. In doing so, we are able set reasonable goals and timelines to fit each respective client’s needs and coach them on how to get there. I work with a team of financial professionals who provide strategies designed to address clients’ needs in areas of wealth management, asset allocation, financial and retirement planning, estate planning, Medicare, long-term care planning, life insurance, wills, and trusts. Collaboration with the team allows me to give the best possible outcome to my clients.

About

• Graduated from Roberts Wesleyan College with a Bachelor of Business Management, B.S.
• Worked in the financial industry since 2005
• Joined my current broker dealer, now Equitable Advisors in 2014 and joined Private Wealth Strategies Group in 2021
• Holds FINRA Series 6, 7, 63, 66 registrations; Life & Health, Medicare Licensed; Licensed to serve clients in FL, ME, NJ, NV, NY, PA, RI, SC, TX, WI
• Resides in Texas and New Jersey, with husband Ted
• Works with business organizations regarding Women in Leadership and Women and Financial Literacy
• Enjoys traveling, spending time with the kids and grandkids as well as focusing on health and wellness
• Believes in ongoing and continued education to enhance financial skillset