Licensed Financial Advisor
Lynn Smeraldo is licensed Financial Advisor and President of Smeraldo Financial. My greatest service lies in my problem-solving ability and the capacity to thoroughly assess my clients' complete financial profiles, ensuring their current and future financial situations align with their goals and dreams. Collaborating with licensed accountants and estate planning attorneys, I make certain that my clients' estate plans are meticulously organized.
I proactively anticipate the needs of my clients, guiding them through life's challenges and celebrating milestones with them. My focus is on the well-being of my clients and their families, achieved through regular reviews and collaboration with their attorneys and CPAs.
I hold Series 7, 63, and 66 securities licenses, and I have earned the BFA™ designation. Additionally, I am licensed in Life and Health insurance, Annuities, and possess my NAIC partnership certification for Long-Term Care insurance. My licensing extends to NC, AL, PA, and FL.
I serve as an Investment Advisor Representative with IP Financial Advisory Services LLC, bringing extensive knowledge of the financial industry to my practice. My services encompass a broad range, including advanced estate planning, profit and non-profit business planning, tax efficiency planning, asset protection planning, and elder law planning. In my practice, I leverage my BFA (Behavioral Financial Advisor) professional designation to integrate behavioral aspects into financial planning. Additionally, I contribute my time to volunteer consulting services for the organizational development department at the University of South Florida/Moffitt Research as a BFA™.
Volunteer Activities, Community Participation and Recognition:
2012 Recipient of the Paul Harris Fellow Award for volunteer work at Dunedin High School
Originally from Niagara Falls, NY and currently living in downtown Dunedin. I enjoy being active in the community and love to cook.
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Last updated: 21 December 2023
Securities and Investment Advisory Services are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IPLLC is a Registered Investment Advisory Firm with the SEC under the Investment Advisers Act of 1940, and a registered Broker Dealer. Lynn Smeraldo is a Registered Representative and Investment Advisor Representative of Innovation Partners, LLC. Check the background of this investment professional on FINRA’s BrokerCheck. This communication is strictly intended for individuals residing in the states of NC, AL, PA, FL, CA. No offers may be made or accepted from any resident outside the specific states referenced. Smeraldo Financial and Innovation Partners LLC are not affiliated entities.