Associate / Private Wealth Services
Lynne is an Associate, Private Wealth Services with Americana Partners. Prior to joining Americana she was a Senior Relationship Manager/Operations Manager with McMurrey Investment Advisors. Lynne has over 25 years of experience in the financial services industry. Prior to joining McMurrey Investment Advisors, she was a Senior Client Associate with Merrill Lynch Private Banking & Investment Group and worked with Marvin McMurrey at U.S. Trust for 7 years as a Vice President & Trust Officer in the Personal Trust Department for U.S. Trust Company. Lynne holds her B.A. in Business Administration from California State University in Fullerton and graduated in 1990 with honors as a member of Beta Gamma Sigma. She also holds Series 63 and 66 licenses.