About the Founder

Industry Experience

Hampton Wealth Management founder Michael Lynn grew up in Pittsburgh, graduated from Shady Side Academy, majored in Economics at Franklin and Marshall College in Lancaster, PA, and then came back to Pittsburgh to begin his career in the financial services industry.

Almost all of his 20 year career has been spent at Charles Schwab & Co. He started off as a part-time temp during the bear market (1994), climbed through the ranks as an Investment Specialist, then Financial Consultant during the technology boom and bust (1995-2003), culminating in his role as a Vice President spearheading the Schwab Private Client group for all of Pittsburgh (2004-2009).

During this time, Michael cross-trained in all aspects of Operations, Trading, Business Development, and Advice. He also earned accolades as an advice leader two years in a row during the tech bust years (2000-2001) for Schwab's Tri-State Region and Norstar Division (across 10 states), which then ultimately paved the way for his promotion into Schwab Private Client.

He was licensed and appointed to sell Term Life Insurance, as well as Fixed and Variable Annuities on a non-commissioned basis.

Financial Planning Expertise

On the financial planning side, Michael has earned the designation of Accredited Asset Management Specialist (AAMS) through the College for Financial Planning. Some areas of expertise covered include:

In addition to the AAMS, Michael has also been designated as a Chartered Mutual Fund Consultant (CMFC) through the Investment Company Institute. Going far beyond just open-ended mutual funds, his areas of expertise also include:

At the end of 2009, Michael resigned from his position as Vice President at Schwab Private Client to pursue his MBA, to finish his CFP, and to launch Hampton Wealth Management, LLC.

Check the background of this investment professional on FINRA’s BrokerCheck »

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