TD Bank - Kandi Lynn Financial Advisor
(561) 402-6773
See you in a bit
About Kandi Lynn
Kandi Lynn has been actively engaged in fostering strong client relationships and
helping clients with their financial goals. Kandi works closely with clients to explore
strategies and solutions as part of their overall financial plans as they work together
towards their unique financial goals.
Prior to joining TD Wealth in 2025, Kandi held roles as a Financial Solutions Advisor at
Bank of America Merrill Lynch, Financial Advisor at Merrill Lynch Wealth Management,
and as a Television News Anchor and Reporter at WOAY-TV (ABC- Affiliate).
Kandi Lynn is a graduate of Florida Atlantic University with a Master of Science in
Finance degree in 2016. She also attended the New York Institute of Technology with a
Master of Art in Communication Arts degree in 2007, and St John's University with a
Bachelor of Science degree in Marketing in 2004. She currently holds her FINRA Series 7
and 66 registrations and Life and Health Insurance Licenses.
Kandi is a Chartered Retirement Planning Counselor since 2018. She is originally from
Long Island, New York. She has lived in Boca Raton for the past 15 years. She is a mother
to a teenage son and a three year old dog. She enjoys traveling, bouldering, Broadway
Musicals, exercising skiing and wine.
helping clients with their financial goals. Kandi works closely with clients to explore
strategies and solutions as part of their overall financial plans as they work together
towards their unique financial goals.
Prior to joining TD Wealth in 2025, Kandi held roles as a Financial Solutions Advisor at
Bank of America Merrill Lynch, Financial Advisor at Merrill Lynch Wealth Management,
and as a Television News Anchor and Reporter at WOAY-TV (ABC- Affiliate).
Kandi Lynn is a graduate of Florida Atlantic University with a Master of Science in
Finance degree in 2016. She also attended the New York Institute of Technology with a
Master of Art in Communication Arts degree in 2007, and St John's University with a
Bachelor of Science degree in Marketing in 2004. She currently holds her FINRA Series 7
and 66 registrations and Life and Health Insurance Licenses.
Kandi is a Chartered Retirement Planning Counselor since 2018. She is originally from
Long Island, New York. She has lived in Boca Raton for the past 15 years. She is a mother
to a teenage son and a three year old dog. She enjoys traveling, bouldering, Broadway
Musicals, exercising skiing and wine.
Languages available
English
Services
- Planning
- Annuities
- Life Insurance
- Investment Management Services
Registrations
- Series 7An individual who passes the Series 7 exam is qualified for the solicitation, purchase and/or sale of all securities products, including corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts.
- Series 66The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
- Life/Health Insurance License
Education
Attended Florida Atlantic University with a Master of Science in Finance degree.
Attended the New York Institute of Technology with a Master of Art in Communication Arts degree.
Attended St John's University with a Bachelor of Science degree in Marketing.
Holds her FINRA Series 7and 66 registrations and Life and Health Insurance Licenses.
Investment Solutions
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For decades, TD Wealth has provided guidance and investing insights to help people like you reach their financial goals. Today, we offer multiple ways to put your money to work for you, from automated investing to private wealth management. A TD Wealth Financial Advisor can help you match your investing style with the strategy that works best for you. We’re available to you in TD stores, by phone, through video conference or in person.
