Lyn Breda
Vice President, Wealth Management, Financial Advisor at Morgan Stanley
Based in North Port, United States
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Seniority
Vp
Department
Finance & Accounting
Location
North Port
Industry
Financial Services
Company size
100K
Contact information
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l•••••••@morganstanley.com
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Background
About Lyn Breda
Lyn Breda is a Vice President, Financial Advisor and co-founder of The Bayfront Group at Morgan Stanley. With a B.A. degree in Education from Vanderbilt University, Lyn prides herself on helping others understand complex subject matters, including their finances. Following in the footsteps of both her father and grandfather, she began her career in 1980 with Merrill Lynch in Nashville, Tennessee, then relocated to Florida in 1982. In 2013, Lyn transitioned her practice to Morgan Stanley with the goal of forming a financial planning team. With over 39 years of experience in the financial services industry, Lyn focuses on technical analysis and comprehensive financial planning, as well as tactical equity and fixed income allocations. She is responsible for designing the team’s Mutual Fund portfolios, as well as selecting the team’s Unit Investment Trusts and Insurance products. As part of The Bayfront Group, Lyn helps you prepare with strategies for many of life's milestones - your children's education, your business succession, your retirement, your estate and your ideal future. Working cooperatively with your accountants, attorneys and other trusted professionals, she helps you build a comprehensive plan that encompasses all aspects of your life. Lyn currently lives in South Sarasota with her husband, Bill. After juggling work and family for over 25 years, they have recently become empty-nesters, allowing Lyn to make client service her primary focus. Lyn makes frequent trips to the Northeast to visit her daughter, Ashley, in New York and her daughter, Kelsey, in Massachusetts. In her free time, Lyn enjoys snow skiing, paddle boarding, kayaking and yoga on the beach. How to connect with Lyn: Email: angelyn.breda@morganstanley.com Phone:(941) 364-3510 / direct Website: http://fa.morganstanley.com/bayfrontgroup
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