About Lynn Anne Gillen, CFP®, CIMA®, RMA®

Meet Lynn Anne Gillen, CIMA®, CFP®, RMA®

Understanding your complete financial picture can feel overwhelming. That's where Gillen Wealth Management LLC comes in. My mission is to provide personalized guidance that helps you achieve your financial goals while building a trusted, long-term relationship.

Decades of Financial Experience

I've been delivering financial advice and wealth management services to affluent families, business owners, and nonprofits since 2001. After spending over 11 years at two of the industry's largest firms (Morgan Stanley and Merrill Lynch), I founded Gillen Wealth Management LLC in 2012. The decision was driven by my commitment to providing exceptional customer service and truly independent, unbiased advice tailored to each client's unique situation.

Beyond the Office

As a sought-after speaker, I present on a wide range of topics, including retirement planning, college funding strategies, navigating financial decisions during divorce, and the critical role of asset allocation. If you'd like me to speak with your community group, please don't hesitate to reach out.

My husband, Shamus, and I are proud parents to three wonderful daughters. When I'm not working with clients, I enjoy spending time with family and friends, reading, traveling, needlepointing, baking, and exploring the many amazing activities the Charleston area has to offer – often with our beloved dogs in tow.

Credentials & Community Leadership

Higher Education

Vanderbilt University - Bachelor of Arts in Psychology (minor in History)
University of South Carolina - Masters of Science in Public Health

Professional Certifications

CFP®, CERTIFIED FINANCIAL PLANNER™ (2010)
CIMA®, CERTIFIED INVESTMENT MANAGEMENT ANALYST™ (2007)
RMA®, RETIREMENT MANAGEMENT ANALYST™ (2020)
SERIES 7, 66, and securities registrations (2001)
Life Insurance License

Community Service

James Island Presbyterian Church
- active member
Susan G. Komen for the Cure, Lowcountry Affiliate
- Served on Board of Directors for 12 years as President and other roles
Charleston Women in International Trade
- Served on Board of Directors for 10 years in various roles including Chairperson
Former Second Saturday Charleston Divorce Workshop facilitator
- Hosted informative monthly workshop dealing with legal, emotional, and financial aspects of divorce

Leadership and Awards

2011 - Honored as Founding Member of Charleston Women in International Trade
2010 - "Women of Distinction" from Eastern Carolina Girl Scouts
2007 - "Leadership South Carolina" - selectee/graduate
2004 - "Leadership Charleston" - selectee/graduate
2002 - "Forty Under 40" by Charleston Regional Business Journal

Leadership

Founding Member – 2011 issued by Charleston Women in International Trade. Must be a founding member.
2010 Woman of Distinction issued by Girl Scouts of Eastern South Carolina. Criteria cannot be a Girl Scout of Eastern SC staff, board member, committee member, or past Women of Distinction award recipient.
Graduate of 2007 Leadership South Carolina issued by Leadership South Carolina. This is paid for leadership program that the individual elected to pay for and complete.
Graduate of 2004 Leadership Charleston issued by Charleston Metro Chamber of Commerce.
2002 - Forty under 40 issued by Charleston Regional Business Journal. Must be under the age of 40 nominated and then chosen by Charleston Regional Business Journal judges.
Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Let’s Talk About Your Financial Goals

Ready to learn more about how I can help you reach your financial goals? Call our Charleston office today. I'd love to hear more about your goals and dreams!

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