Profil
Ms. Lyn A.
Dippel is a President & Chief Executive Officer at Financial Advantage, Inc. She serves as a Senior Wealth Advisor, providing long term financial planning, including tax strategies, insurance analysis and investment management to individuals and client families.
She also is responsible for firm's daily operations and coordinating the efforts of the management, advisory, and service teams to ensure the firm stays focused on clients’ long-term goals.
She also serves on firm's Investment Committee.
As an Advisor, she focuses on working with women experiencing life transitions such as marriage transitions, active partnership divestments, career changes and retirement.
Ms. Dippel was previously employed as a Financial Advisor by Miller Musmar and a Co-Founder & Principal by Symphony Financial Planning LLC.
She received her undergraduate degree from the University of Richmond and a graduate degree from George Mason University.
Anciens postes connus de Lyn Ann Dippel
| Sociétés | Poste | Fin |
|---|---|---|
Financial Advantage, Inc.
 Financial Advantage, Inc. Investment ManagersFinance Financial Advantage, Inc., dba FAI Wealth Management (FAI), is an independent registered investment advisor and wealth management firm headquartered in Columbia, Maryland. The firm was founded by J. Michael Martin in 1987. FAI offers investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other advisors. | Directeur Général | 01/07/2020 |
| Miller Musmar | Corporate Officer/Principal | 31/03/2002 |
Symphony Financial Planning LLC
 Symphony Financial Planning LLC Investment ManagersFinance Symphony Financial Planning LLC provides investment advice. The company was founded by Paul Meyerhoff in 2006 and is headquartered in Davis, CA. | Corporate Officer/Principal | 30/06/2004 |
Formation de Lyn Ann Dippel
| George Mason University | Graduate Degree |
| University of Richmond | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Financial Advantage, Inc.
Financial Advantage, Inc. Investment ManagersFinance Financial Advantage, Inc., dba FAI Wealth Management (FAI), is an independent registered investment advisor and wealth management firm headquartered in Columbia, Maryland. The firm was founded by J. Michael Martin in 1987. FAI offers investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other advisors. | Finance |
| Miller Musmar | |
Symphony Financial Planning LLC
Symphony Financial Planning LLC Investment ManagersFinance Symphony Financial Planning LLC provides investment advice. The company was founded by Paul Meyerhoff in 2006 and is headquartered in Davis, CA. | Finance |
