New office brings wealth management business expansion to the state
D.A. Davidson & Co. announced today the opening of a wealth management office in Franklin, Tennessee, with the addition of Lynch Wealth Management, a five-person team.
“As we grow our wealth management presence in Tennessee, the addition of a team like Lynch Wealth Management underscores D.A. Davidson’s appeal to advisors across the country,” said Michael Purpura, President of Wealth Management at D.A. Davidson. “We look forward to our growth trajectory in the region.”
The Franklin office becomes the firm’s second in the state of Tennessee, following D.A. Davidson’s fixed income office in Memphis, which opened in 2012.
Lynch Wealth Management, A Member of D.A. Davidson & Co., was previously affiliated with Raymond James. The financial advisors include:
- Bill Lynch, Senior Vice President, Financial Advisor, Market Director. Bill Lynch has been in the financial services industry for 45 years, beginning his career at J.C. Bradford & Co. and its successors. He earned a bachelor’s in economics from the University of Tennessee and a master’s in statistics from Purdue. Throughout his career, he has been very involved in the community. He is a foundation member of the McCallum Theatre and has served as president of Middle Tennessee State University Foundation and president of W.O. Smith Music School. He is also a past board member of Nashville Songwriters Association International (NSAI) and founding board member of Gilda’s Club of Middle Tennessee.
- Chris Lynch, CFP®, Senior Vice President, Financial Advisor. For 25 years, Chris Lynch has been dedicated to offering sophisticated financial strategies and services to individuals and their families. He began his career with Lynch Wealth Management in 1999. He holds a bachelor’s degree from Middle Tennessee State University (MTSU) and is a CERTIFIED FINANCIAL PLANNER™ professional. Active in the community, Chris Lynch serves on the MTSU Foundation Board of Trustees.
- Dillon Lynch, Financial Advisor. Dillon Lynch has been in the business for three years and is committed to helping clients meet their long-term financial goals. He graduated from Middle Tennessee State University with a bachelor’s degree in finance and a minor in business.
Lynch Wealth Management is part of D.A. Davidson Wealth Management, which offers an array of financial products and services to individuals, families, businesses and institutions. For 88 years, the firm’s advisors have provided straightforward advice and personalized solutions to help build, protect and pass on wealth for generations to come.
The office is located at 5000 Meridian Blvd., Suite 150 in Franklin.
About D.A. Davidson Companies
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha and Seattle, the company has approximately 1,600 employees and offices in 29 states.
Subsidiaries include: D.A. Davidson & Co., a full-service investment firm providing wealth management, investment banking, equity and fixed income capital markets services, and advice; Davidson Investment Advisors, a professional asset management firm; and D.A. Davidson Trust Company, a trust and wealth management company.