![Lynn Waples](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Lynn Waples
Gestore di Portafoglio-Azioni presso
Argent Wealth Management LLC
Profilo
Ms. Lynn Waples is Senior Financial Advisor at Argent Wealth Management LLC.
She joined the firm in 2008.
She is a member of NAPFA and the Financial Planning Association.
She serves as the Treasurer for the Annie Sullivan Middle School Parent Communication Council.
Previously, Ms. Waples was with State Street Bank as Director of Fund Accounting.
She received her Bachelor of Science degree in Business Administration from the University of Vermont and a Master of Science in Finance from Boston College.
Posizioni attive di Lynn Waples
| Società | Posizione | Inizio |
|---|---|---|
Argent Wealth Management LLC
 Argent Wealth Management LLC Investment ManagersFinance AWM uses traditional and alternative investment strategies to construct diversified portfolios to provide superior risk-adjusted returns in any market environment. Their perspective is global. The firm utilizes a propriety strategic asset allocation model; stocks, bonds, alternatives (private equity, real estate, hedge funds) – which provide better returns with less risk than traditional investments only. | Gestore di Portafoglio-Azioni | 01/01/2008 |
Formazione di Lynn Waples
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
91
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Vermont
 University of Vermont Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Argent Wealth Management LLC
Argent Wealth Management LLC Investment ManagersFinance AWM uses traditional and alternative investment strategies to construct diversified portfolios to provide superior risk-adjusted returns in any market environment. Their perspective is global. The firm utilizes a propriety strategic asset allocation model; stocks, bonds, alternatives (private equity, real estate, hedge funds) – which provide better returns with less risk than traditional investments only. | Finance |
