Lynn Smeraldo
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.
Education:
- Cambridge Institute of Fine Art: October 1970-June 1972
- Harvard: Oct 1970 to June 1973
- Goddard College Institute of Social Ecology: October 1972- June 1974
Continuing Education:
- University of Miami School of Law: Heckerling Estate Planning Institute —1992 through Present
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™.
Business Background:
- IP Financial Advisory Services LLC— 05/2022 — Present — Investment Advisor Representative
- Innovation Partners LLC. — 05/2022 - Present - Registered Representative
- Smeraldo Financial — 08/2018 — Present — Financial Advisor specializing in Advanced Estate and Business Planning
- Cetera — DBA: Genesis Wealth Advisor Group — 10/2016 — 08/2018 — Financial Advisor
- Investors Capital— 05/2010 — 10/2016 — Financial Advisor specializing in Estate Planning
Volunteer Activities, Community Participation and Recognition:
- Member, Dunedin Downtown Merchant’s Association
- Board of Directors, Dunedin Council of Organizations
- Life Member of Hadassah
- Life Member of Dunedin Youth Guild
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.
