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Flynn Financial Partners, Ltd. Employee Directory

Financial ServicesNew York, United States11-50 Employees

Flynn Financial Partners, Ltd. is a fiduciary financial planning and portfolio management firm based in New Rochelle, New York, founded in 1997. It serves clients across more than 15 states and emphasizes trust and transparency as the foundation of client relationships.

Its portfolio management team meets daily to review macro themes, positions, and managers, guiding the construction and ongoing oversight of model portfolios that typically include 15 to 20 active mutual funds. The firm's approach centers on asset allocation and diversification, with tactical adjustments to overweight or underweight sectors and selection of managers who have historically performed well in similar environments. Securities are offered through LPL Financial, and investment advice is provided through Private Advisor Group; Private Advisor Group and Flynn Financial Partners, Ltd. are separate entities from LPL Financial.

Find Flynn Financial Partners, Ltd. employees' phone numbers or email addresses

Flynn Financial Partners, Ltd. Global Highlights

Location
Employees

North America
24

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  • United States Of America
    24

Flynn Financial Partners, Ltd.'s Leadership

  • Stylized image of a person
    K. M.
    Partner
    Mobile Phone
  • Stylized image of a person
    T. P. F.
    Managing Partner
    Mobile Phone
  • Stylized image of a person
    J. P. C.
    Partner/Senior Retirement Consultant
    Mobile Phone
  • Stylized image of a person
    R. P.
    Partner
    Mobile Phone
  • Stylized image of a person
    P. T.
    Partner
    Mobile Phone
  • Stylized image of a person
    R. P.
    Partner
    Mobile Phone
  • Stylized image of a person
    M. J. L.
    Senior Partner
    Mobile Phone
  • Stylized image of a person
    S. F.
    Owner/Agent
    Mobile Phone

Flynn Financial Partners, Ltd. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from Flynn Financial Partners, Ltd.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    W. J. M.
    Director Of Marketing/Client Relations
    Mobile Phone
    United StatesNew York
    Apr 15, 2026
  • Stylized image of a person
    B. C.
    Client Services Manager
    Mobile Phone
    United StatesNew York
    Apr 14, 2026
  • Stylized image of a person
    M. H.
    Client Relations Manager
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    J. W.
    Senior Client Service Associate/Executive Assistant
    Mobile Phone
    United StatesNew York
    Apr 15, 2026
  • Stylized image of a person
    I. R.
    Investment Analyst
    Mobile Phone
    United StatesTennessee
    Jun 08, 2026
  • Stylized image of a person
    T. H.
    Tax Specialist
    Mobile Phone
    United StatesRhode Island
    May 30, 2026
  • Stylized image of a person
    J. P.
    Retirement Services Associate
    Mobile Phone
    United StatesNew York
    Jun 01, 2026
  • Stylized image of a person
    A. D.
    Associate Partner / Financial Advisor
    Mobile Phone
    United States
    Jun 08, 2026
  • Stylized image of a person
    M. J. B.
    Director Of Retirement Plan Education And Participant Services
    Mobile Phone
    United StatesSouth Carolina
    Apr 14, 2026

Frequently Asked Questions

What is Flynn Financial Partners, Ltd. known for?

Minus sign iconPlus sign iconFlynn Financial Partners, Ltd. was founded in 1997 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-212-490-****
. Explore Flynn Financial Partners, Ltd.'s company overview page for more information.

What is Flynn Financial Partners, Ltd.'s most common email format?

Minus sign iconPlus sign iconFlynn Financial Partners, Ltd. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Flynn Financial Partners, Ltd. email formats with LeadIQ.

How many employees does Flynn Financial Partners, Ltd. have currently?

Minus sign iconPlus sign iconFlynn Financial Partners, Ltd. has approximately 18 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Flynn Financial Partners, Ltd.'s key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Flynn Financial Partners, Ltd.'s key employees include:

  • Partner: K. M.
  • Managing Partner: T. P. F.
  • Partner/Senior Retirement Consultant: J. P. C.
  • Partner: R. P.
  • Partner: P. T.

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