Lynn Magner, CFP, CRPC, CDFA is a Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. located in Brookfield, WI. With a focus on insight-based advice, Lynn Magner works closely with clients to understand their priorities and concerns, helping them confidently pursue their life goals. With credentials including CERTIFIED FINANCIAL PLANNER, Chartered Retirement Planning Counselor, and Certified Divorce Financial Analyst, Lynn Magner provides expertise in liquidity management and offers personalized financial advice tailored to each client's needs.
Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, Lynn Magner and the team at UBS Financial Services Inc. are committed to understanding what wealth means for their clients. With a global footprint spanning 51 countries, UBS has a long history of guiding clients through financial challenges and market opportunities. By nurturing their heritage and delivering expert financial advice, UBS helps turn clients' financial visions into realities.
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