Verified recordFinancial Services

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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Email

1 credit

l•••••••@morganstanley.com

Phone

5 credits

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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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Lyn Breda Email & Phone Number @ Morgan Stanley | Kipplo Discover