Darryl Lynch has worked with guardians and trustees throughout the years. He has recommended best practices for attorneys and guardians across the country. Shortly after earning his MBA from Duke University in Durham, NC he began his 35+ year career in the financial services industry. He has been a member of the National Guardianship Association (NGA) since 2002 and currently sits on the Center for Guardianship Certification’s (CGC) review board. He earned the Accredited Investment Fiduciary (AIF)® designation, from the Center for Fiduciary Studies.

Darryl has spent over 30 years at Oppenheimer where his experience and the Firm’s resources assist him in making knowledgeable recommendations and providing a high level of client service. Originally growing up in the St. Louis area, he now resides in Kirkland, WA. Darryl is a member of the Illinois Guardianship Association (IGA), the Washington Association of Professional Guardians (WAPG) and Guardian/Conservator Association of Oregon (CGA). He has taught classes and given many presentations for continuing education for various associations of professional guardians, attorneys and fiduciaries. He also specializes in working with Special Needs Trusts, high net worth investors and charitable organizations. His work demonstrates his commitment to helping invest and protect assets by providing independent financial insights.

Darryl is also a member of the Oppenheimer Executive Council, a prestigious internal designation awarded to our top Financial Advisors. In his free time, he enjoys mountain biking, science and volunteering at various organizations throughout the Northwest.

Firm Description

We provide investment advisory, wealth management and institutional services to a broad range of individuals, families and businesses.

We understand no two individuals or businesses are alike. That is why our approach always begins with listening to you, understanding the whole picture and then responding in a way deemed suitable for your needs and circumstances. Sometimes that means developing a complete investment strategy and plan, while at other times it means designing a specific approach to help meet a unique need. Therefore, we respect and appreciate these differences.

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