Lynn Smeraldo is a licensed Financial Advisor with Investors Capital Corp. The greatest service I provide is my ability to problem solve and look at my clients’ full financial profile in order to make sure their current and future financial situations are in line with their goals and dreams. I work with licensed accountants and estate planning attorneys to ensure my clients’ estate plans are in proper order. I anticipate the needs of my clients and help them face life’s challenges and celebrate milestones. I pride myself on focusing on the needs of my clients and their families. I accomplish this by conducting regular reviews and working with my clients’ attorneys and CPAs.
I have Series 7, 63 and 66 securities licenses and hold licenses in Life and Health insurance, Annuities and have my NAIC partnership certification for Long-Term Care insurance. I am licensed to practice in CA, NY, CO, NC, WI, KY, AL, MD, MN, NM, OH, OR, PA, VA, WA and FL.
Volunteer Activities, Community Participation and Recognition:
Member, Rotary Club of Dunedin for over 10 years
Member, Dunedin Downtown Merchant’s Association
Member, Dunedin Government Affairs Committee for over 10 years
Member, Greater Dunedin Chamber of Commerce for over 10 years
Member, Dunedin Youth Guild
Board Member, for the Dunedin Council of Organizations
Board Member, Monroe Homeowners Association in the CRA District of Dunedin for over 10 years
Life Member of Hadassah
2012 Recipient of the Paul Harris Fellow Award for volunteer work at Dunedin High School
Originally from Niagara Falls, NY and currently living in downtown Dunedin with my husband. I enjoy being active in the community and love to cook.