Lynn Brennan Burnett Group - UBS Financial Services Inc.

The Lynn Brennan Burnett Group is a team of experienced financial advisors at UBS Financial Services Inc. in Providence, RI. They offer tailored wealth advice and professional guidance to help clients organize their financial lives and achieve their long-term goals. With a focus on developing long-term relationships and providing quality client service, the team specializes in comprehensive wealth management, retirement and education planning, insurance and estate issues, business considerations, and charitable giving.

Led by James Lynn, a Senior Vice President and Wealth Management Financial Advisor, the group also includes Cody Burnett, a Vice President and Wealth Management Financial Advisor, and Lauren Maria Brennan, a Vice President and Wealth Management Financial Advisor. Each advisor brings their unique expertise and industry recognition to the team, ensuring that clients receive personalized strategies customized to their needs. The Lynn Brennan Burnett Group is committed to supporting their community and is actively involved in initiatives related to mental health, neurodiversity, and inclusion for historically excluded individuals and groups.

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