Virginia L. Lynn, CRPC®
First Vice President - Investment Officer
Senior PIM Portfolio Manager
For seventeen years, Virginia has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Virginia has dedicated her career to delivering the personalized investment planning services her clients deserve.
Virginia began her career as an Investment Representative with Edward Jones in Jupiter, FL, where she developed her fundamental investment knowledge. In 2005 she joined Citigroup Smith Barney, a predecessor firm of Morgan Stanley, to take a team approach in providing personalized financial advice for individuals and families. In 2014, Virginia joined Wells Fargo Advisors as a Senior PIM Portfolio Manager and Financial Advisor.
Virginia has a Bachelor of Business Administration with a major in Finance and a Financial Planning Specialty with Highest Honor. In addition, she earned the CRPC® designation (Chartered Retirement Planning Counselor), from the College for Financial Planning, by completing an approved educational program and passing a board examination. Virginia holds the Series 7, 63, 65, Life and Health Insurance and Variable Annuities Licenses.
Growing up in a family owned business, Virginia has a keen interest in working with small business owners and entrepreneurs. Prior to Virginia’s career as a Financial Advisor, Virginia owned a firm that served broker dealers and trust companies nationwide. She sold her business in 1997 and consulted with the purchaser until 2001, when she joined Edward Jones.
Virginia enjoys camping, music, reading and theatre. She lives with her husband, Peter, and their 14 year old dog Chihuahua, Bella, in Hobe Sound, FL.
For more than 20 years, Durley has provided financial services to help clients achieve their personal and financial goals. Durley’s mission is to understand the client’s needs and objectives to work in their comprehensive retirement plan.
Durley started her career in her native country of Colombia, working with Citibank as a Relationship Manager. She moved to Florida in 2001 when she joined Wachovia Bank, now Wells Fargo Bank, N.A. where she worked in the retail and wholesale banking areas. Prior to returning to Wells Fargo Advisors, she worked at Morgan Stanley as a Financial Advisor.
Durley’s academic achievements include a Bachelor’s in Business Administration Cum Laude and a Master’s Degree in Finance from Icesi University in Colombia. She holds the Series 7, 66 registrations and Life and Health Insurance, Variable Annuities Licenses. In 2016, Durley earned the CDFA® designation (Certified Divorce Financial Analyst*) by completing an approved educational program and passing the necessary examination. In 2018, she received a Certificate in Financial Planning from the University of Miami. Durley’s education and experience have fostered her practical approach to offering financial services and advice to clients.
Durley loves cycling and supports different charities thru her bike rides organized by the National Multiple Sclerosis Society and Dolphins Cancer Challenge. She lives in Palm Beach Gardens, Florida with her husband Michael. She loves cycling, skiing and dancing. Durley recently took up the game of golf. She embraces the challenge and loves the game.
* The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Registered Client Associate
June has been in the financial services industry for over 20 years. Prior to joining Wells Fargo Advisors, she worked at Morgan Stanley and Edward Jones. June also spent 12 years with AON as a 401k Plan Administrator.
June is involved with the administrative aspect of the business and spends the majority of her day interacting with clients to ensure an extraordinarily high level of service.
June advocates for a strong balance between family and work life. She resides in Jupiter, Florida with her husband Jack, children Jamie and Matt and her nine-year-old Wheaton Terrier, Maggie. June enjoys Trivia and loves to spend family vacations at Disneyworld.