Lynn W., Esq., CFP®

Investment Advisor Representative, Registered Principal and Tax Counselor & Preparer

“I chose Vanderbilt because the company culture was a close match to our own and geographically close.”

Vanderbilt is happy to announce the addition of one of our newest Financial Professionals, Lynn, Esq., CFP®!

Lynn has 33 years of experience in financial services. She s a Certified Financial Planner™. In Addition to those licenses, she is also a licensed insurance agent for Life, Disability & Long-Term Care Insurances in NY and PA. She is the Owner of Williams Capital Corporation, a firm that seeks to integrate the disciplines of tax, investments, and insurance into a comprehensive plan designed to meet the needs of individuals, families, and small businesses.

“I chose Vanderbilt because the company culture was a close match to our own and geographically close.” – Lynn

“Lynn is an industry veteran, with knowledge and experience that is hard to find. She leads a firm of dedicated team members that mirrors exactly what we do at Vanderbilt. Our partnership was an obvious choice and we are excited to have her and her team as members of the Vanderbilt family.” – Joe Trifiletti, President

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