portrait of Lynn R Tramontano
FINANCIAL ADVISOR
Accepting New Clients
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About Lynn

As an Edward Jones financial advisor, I bring my full career experience and my passion to my practice. I believe that it is important to invest my time in understanding your family's goals so that we both know the importance of a strategy to help protect your loved one with special needs.

I have worked with families of loved ones with special needs in various capacities for over 25 years. My career includes starting several businesses to provide opportunities for training and employment for persons with disabilities.

Every day I assist families with difficult issues. For example:

- "Why are my future plans...

Focus Areas

  • Special Needs Financial Considerations
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

Work History

  • Edward JonesDecember 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Ashland UniversityMaster of Business Admin
  • Miami University OxfordBachelor of Science

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Motorcycles
  • Hiking

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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