WEALTH MANAGEMENT ADVISOR
After a thirty-year career in Global Investments, Lynda recently joined Bleakley Financial Group to lead the SPECIAL LIFE team - delivering planning, advisory and wealth management services centered on empowering multiple generations of WOMEN to protect and sustain their “special life,” as well as families’ SPECIAL NEEDS (disability, incapacity, mental health, etc.).
With disciplined objectivity and the deepest empathy of a battle-ready warrior mom of five children, Lynda’s Special Life Team is addressing the unique needs of multiple generations of women and families, with sophisticated and high-touch wealth, insurance, life and estate planning competencies. As a fully independent financial advisor with the stewardship of only client values at heart, Lynda’s team is also passionately dedicated to navigating families through the maze of disability, incapacity and mental health challenges, guiding each generation with current, salient and forward-looking perspective on markets, regulations, and holistic family well-being.
Majoring in Asian Studies at Cornell University, Lynda also holds a graduate business diploma from the London School of Economics. Her professional designations include Chartered Financial Analyst (CFA®), Chartered Special Needs Consultant (CHSNC®), and Certified Divorce Financial Analyst (CDFA®). She also holds her Life and Health insurance licenses, and was recently qualified as a FINRA Arbitrator, testimony to her extraordinary history of integrity in the financial services industry.
Lynda is a lifelong student of Asian stock markets, fluent in Mandarin, an avid golfer and an Asian art collector. She is also a powerful advocacy voice for educational and civil rights of adults and children with disabilities, an advisory member of the Simons/Spark Autism Research Council, a former elected legislator in her hometown of Westport, CT, and a member of the Cayuga Society at Cornell.
