Financial Planning for Generation X & Y Women
  
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Wi$eUp Experts

Financial experts respond to questions from Gen X'ers registered for the Women's Bureau demonstration project. Representing a broad cross-section of financial expertise from across the United States, these professionals have volunteered their time and knowledge to support the Wi$eUp project.

On this page you'll find information about our Wi$eUp experts. You may also want to check out the Expert Q&A Archive where you will see experts' responses to specific questions.

Notice to our Experts: To update your biography and contact information, please send an email to: wiseupwomen@wiseupwomen.org

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Lynn Anne Gillen, CIMAŽ
Financial Advisor
Merrill Lynch

Areas of Expertise:

  • Budgeting
  • Calculating future needs
  • Financial planning
  • Insurance
  • Investing
  • Life stage financial planning
  • Paying for college
  • Retirement savings

Bio:
Lynn Anne Gillen, a Financial Advisor with Merrill Lynch, specializes in comprehensive financial planning for people planning to retire or going through a major life change. Lynn Anne earned the Certified Investment Management Analyst designation. She has a Bachelor of Arts degree from Vanderbilt University and a Masters degree from The University of South Carolina.

A resident of Charleston, she's involved with the local chapter of the Komen for a Cure and serves as Chairperson for Charleston Women in International Trade. She has participated in the Leadership Charleston and Leadership South Carolina programs.

With the powerful resources of Merrill Lynch and her personal attention to your needs, Lynn Anne will take on the task of planning how you want to manage your money. She provides a road map that's easy to follow, so you can confidently plan for that special vacation, fund a college education, and reach the retirement you deserve.

 
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