Meet Lynn Anne Gillen
Lynn Anne Gillen, CFP®, CIMA®, RMA®, started Gillen Wealth Management, LLC in 2012 after more than a decade at Morgan Stanley and Merrill Lynch. She founded the firm to provide the kind of thoughtful, personal advice often missing in large corporate environments. Her focus is on independent, fiduciary-focused financial guidance tailored to each client’s needs. Based in Charleston and serving clients nationwide, Lynn Anne helps individuals and families build clarity and confidence at every stage of life.
Client Centered
At Gillen Wealth Management LLC, every plan is built with clarity, compassion, and strategy. We focus on understanding what matters most to you, then creating a customized financial plan to reflect your goals and values. Our business is built on long-term relationships, providing steady guidance for retirement planning, wealth building, and major life transitions such as divorce or widowhood.
What Sets Us Apart
Our blend of expertise, trust, and local insight makes our approach unique and it’s why so many Charleston families and clients across the country turn to us for long-term guidance.
- Fiduciary Responsibility – Your best interest always comes first
- Customized Planning – No generic templates, every plan is unique
- Trusted Credentials – Backed by decades of experience and advanced certifications
- Empathy and Expertise – Guidance that balances financial strategy with life’s real challenges
- Local Insight with Broader Reach – Proudly serving families in Charleston and the Lowcountry, while also working with clients virtually nationwide through our wealth management services.
Who We Work With
We serve individuals, couples, and families who want clear, steady guidance at every stage of life. Many of our clients are:
- Preparing for retirement and wondering if they’re on track
- Navigating a major life transition such as divorce or widowhood
- Building wealth while balancing family, career, or business ownership
Whether you’re here in Charleston or working with us virtually, you’ll receive the same thoughtful, personalized support designed to give you clarity, confidence, and a financial plan you can trust.
Lynn Anne Gillen, CIMA®, CFP®, RMA®
Financial Planner
For many, understanding every aspect your financial picture can be daunting. That’s where Gillen Wealth Management, LLC comes in. My mission is to provide guidance to help you obtain your financial goals. I work hard to create a...
Deanna Adlawan
Client Service Associate
Client Services Agent Deanna grew up in Minnesota but spent seven years in San Diego, where she began her amazing career at RemoteLink in 2023. She graduated from Point Loma Nazarene University in San Diego in 2020 with a Bachelor’s in...