Veteran financial advisor Edward Lynch, president of Lynch Wealth Strategies, 3 Coates Drive in Goshen, recently celebrated his three-year anniversary in independent practice and 14 years as a financial advisor.
His office is located in the Eastgate office complex on Route 17A, on the southern edge of Goshen, a short distance from a Warwick branch he started more than 14 years ago.
On Thursday, Sept. 28, members of the Warwick Valley Chamber of Commerce joined Ed and Susan Lynch along with staff, relatives, clients and friends for a ribbon cutting ceremony and champagne toast to celebrate the occasion.
When Lynch first opened his office in Warwick, he had degrees in engineering and business and 16 years of corporate experience, from large to small startup business environments.
Lynch also had a concurrent 28-year military service career as an Army Reserve Officer. He retired in 2011 at the rank of lieutenant colonel.
Community serviceLynch, a resident of Sugar Loaf, actively volunteers in the Warwick community.
For many years, he’s served local organizations including Warwick Rotary, Winslow Therapeutic Riding Center, Warwick Boy Scout Troop 45 and Warwick Little League.
In addition, Lynch is active in the Warwick Valley Chamber of Commerce, Knight of Columbus, American Legion and St. Stephen’s Parish.
Lynch and his team continue their long association with Raymond James, the independent financial services firm, which provides Lynch Wealth Strategies with valuable research and support.
New credentialThis September, Lynch was conferred with the Accredited Investment Fiduciary credential. This new designation places Lynch among a select group of financial professionals, a certification only one percent of all financial advisors have achieved..
“I’m proud of this industry recognition,” he said, “and that my team and I work hard each and every day, to distinguish our services as intensely client-focused and committed to the strongest of business values.”
For additional information, call 294-3456 or visit www.lynchwealthstrategies.com.
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