Lynn Gentry
lgentry@fulcrumwealth.com
704-817-4480, ext. 2
Firm Coordinator
Lynn joined the Fulcrum Wealth Advisors team in 2019, following a career in the insurance industry.
As Firm Coordinator, she considers any day spent helping improve a client’s experience with Fulcrum Wealth Advisors to be a good one. Often this involves providing information about accounts or investments, answering questions about Schwab, or assisting with completing investment paperwork.
More specifically, she’s responsible for:
- Assisting the firm’s financial advisors with serving their clients
- Ensuring client paperwork is thoroughly completed and promptly submitted, whether it’s for new accounts, new business, ACH/MoneyLink transactions, asset transfers, systematic withdrawals, or death claims
- Managing follow ups related to processing client paperwork and meeting their service needs
- Recording and processing client checks
- Setting and confirming appointments with clients
Lynn holds a North Carolina insurance producer license for life and health.
Lead Organizer of Time Together with Family & Friends
Lynn enjoys living in the outskirts of Charlotte, NC, having called Monroe her hometown for 18 years.
She married her husband Tim in 1997, and they have two children: Tyler and Grace.
She believes any moments spent with family and friends is time well spent. Lately this has involved trips to Wisconsin, where her son now lives.
Additionally, she enjoys baking, off-roading in Tim’s Jeep, and reading a novel by the pool.
