Chris Lynch

Background

About Chris Lynch

I am currently a Wealth Management Client Associate with Gentry, Masters & Associates at Merrill Lynch. Previously I was the Director of Office Operations at Retirement Benefits Group, one of the country’s leading retirement plan consulting firms. My primary role is helping clients prepare for retirement, striving to ensure they receive the expertise and support they need to work toward their goals. I am also responsible for helping determine if plan investments are on track and that clients’ retirement savings are in appropriate funds. I also act as a liaison between clients and financial institutions to help ensure that all administrative processes and functions are being carried out effectively. I joined Retirement Benefits Group with experience in servicing clients in the life insurance industry, working closely with a career agent from MassMutual. Before this, my position was Program Coordinator for KW Cares, the non-profit public charity of Keller Williams Realty. As Program Coordinator, I reviewed grant applications from agents and family members throughout Keller Williams Realty to assist with help for medical bills for emergencies such as surgeries and cancer treatment. I also spearheaded disaster relief efforts for agents and their families during natural disasters such as Superstorm Sandy. I earned my Bachelor’s in Business Administration with an emphasis in Marketing from Texas State University in San Marcos, Texas. Recently, I completed my MBA from the University of Houston. My focus of study in the MBA program was in marketing where I received a Certificate in Marketing Analysis. I am an avid sports fan who loves attending sporting events of all types. Additionally, I enjoy spending quality time with family and friends.