![Lyn Ann Dippel](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>)
Profil
Lyn Ann Dippel is the founder of Curio Wealth LLC, serving as Senior Advisor & Chief Compliance Officer since 2023.
Formerly, President & Chief Executive Officer at Financial Advantage, Inc. from 2004 to 2020, Financial Planner at Miller Musmar in 2002, and Principal at Symphony Financial Planning LLC in 2004.
Education includes a graduate degree from George Mason University, conferred in 1993, and an undergraduate degree from the University of Richmond, conferred in 1988.
Postes actifs de Lyn Ann Dippel
| Sociétés | Poste | Début |
|---|
Anciens postes connus de Lyn Ann Dippel
| Sociétés | Poste | Fin |
|---|---|---|
Financial Advantage, Inc.
 Financial Advantage, Inc. Investment ManagersFinance FAI builds diversified portfolios using publicly traded individual stocks, bonds, and funds. The firm’s investment team uses proprietary research and individual securities to create a portfolio that is both diversified and tax efficient. | Directeur Général | 01/07/2020 |
Miller Musmar
 Miller Musmar Miscellaneous Commercial ServicesCommercial Services Provides accounting, assurance, tax and management advisory services | Corporate Officer/Principal | 31/03/2002 |
Symphony Financial Planning LLC
 Symphony Financial Planning LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 30/06/2004 |
Formation de Lyn Ann Dippel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Financial Advantage, Inc.
Financial Advantage, Inc. Investment ManagersFinance FAI builds diversified portfolios using publicly traded individual stocks, bonds, and funds. The firm’s investment team uses proprietary research and individual securities to create a portfolio that is both diversified and tax efficient. | Finance |
George Mason University
 George Mason University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Richmond
 University of Richmond Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Miller Musmar
Miller Musmar Miscellaneous Commercial ServicesCommercial Services Provides accounting, assurance, tax and management advisory services | Commercial Services |
Symphony Financial Planning LLC
Symphony Financial Planning LLC Investment ManagersFinance Provides investment advice | Finance |
