Lynn Bulgrin joined Waverly Advisors in July 2025 as a Client Service Associate. With over a decade of experience in client service support roles in Private Wealth Management at Goldman Sachs, she brings a sharp attention to detail, excellent communication skills, and a commitment to delivering outstanding service. At Waverly, Lynn supports client onboarding, asset transfers, data management, and account maintenance—playing a key role in cultivating trusted client relationships.
Outside the office, Lynn enjoys spending time with her boyfriend and their rescue dog, Benny. She’s also an avid photographer who loves capturing nature on hikes through local forest preserves.
Education