What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.
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Linda Dial AAMS®
Managing Director – Investments
CA License #0K27405
MY PROFESSIONAL APPROACH
Lyn Dial, AAMS is a dedicated Financial Advisor at Benjamin F Edwards based in the Naperville IL office. With her client-centric approach, extensive experience, and unwavering dedication to exceptional service, she is committed to assisting clients achieve their financial goals and navigate their financial future with confidence. Lyn takes a personalized approach to financial planning recognizing that every client has unique goals and circumstances. She believes in establishing multi-generational, long-term relationships with her clients to understand their individual and family needs and develop a financial plan and strategy tailored to these needs.
Lyn’s clients appreciate her proactive approach to addressing not only their investment portfolio but also their estate plans, trust and wealth transfer plans, and comprehensive financial planning needs and rely on her to make informed decisions. With a strong passion for helping her clients achieve financial success, Lyn has built a reputation as a knowledgeable, trusted, and well-respected advisor in the industry.
Beyond her professional endeavors, Lyn is actively engaged in her community. She volunteers her time with local organizations focused on financial literacy and education, reflecting her commitment to empowering individuals with financial knowledge.
MY BACKGROUND
Drawn by Benjamin F. Edward’s client-centered approach to financial services, I joined the company in 2017 as a financial advisor in our Naperville office. I began my financial services career in 2000, and I’m passionate about educating clients and helping them achieve their financial goals through proper planning and investment strategies.
Outside of work, I enjoy spending time with my husband and family, biking, skiing traveling and cheering on our favorite sports teams.
AREAS OF CONCENTRATION
- Investment and Portfolio Design
- Financial Retirement Planning
- Wealth Transfer Strategies
- Education Planning Strategies
- Social Security Benefits Strategies
- Insurance Needs – Long Term Care, Life, Disability
- Estate Planning and Management Strategies
EDUCATION AND CREDENTIALS
- Le Moyne College, Bachelor of Science Degree in Business Administration
- ACCREDITED ASSET MANAGEMENT SPECIALISTSM professional (AAMS®), 2008
- Lyn holds her Series 7 and Series 66 licenses
Phone 331-814-2595
Check the background of this investment professional on FINRA’s BrokerCheck