Experience

The Financial Advisory Group

• United States
• Financial Services
• 1 - 100 Employee

• Director of Operations

  • Sep 2022 - Present

  Houston, Texas, United States



Brockman & Associates

• Director Of Operations

  • Mar 2021 - Sep 2022



Linscomb & Williams

• United States
• Financial Services
• 1 - 100 Employee

• CFO, EVP Operations, Information Security Officer

  • Mar 2015 - Mar 2021

  Houston, Texas Area In her 6 years with Linscomb & Williams, a local wealth management firm founded in 1971, Lynnette served on the firm’s management committee and served as their Chief Compliance Officer, Chief Financial Officer, Information Security Officer, and Director of Operations. Lynnette has more than 30 years of experience in the financial services industry, including management, compliance, accounting, cybersecurity, financial planning, tax, and family office services. She holds a bachelor’s degree in… Show more In her 6 years with Linscomb & Williams, a local wealth management firm founded in 1971, Lynnette served on the firm’s management committee and served as their Chief Compliance Officer, Chief Financial Officer, Information Security Officer, and Director of Operations. Lynnette has more than 30 years of experience in the financial services industry, including management, compliance, accounting, cybersecurity, financial planning, tax, and family office services. She holds a bachelor’s degree in accounting from Oklahoma Christian University of Science & Arts. She is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), and a Chartered Global Management Accountant (CGMA). She is currently a member of the Financial Planning Association, the Texas Society of CPAs, the American Institute of CPAs (AICPA), and the Infragard. She is a board member of the Houston Women’s Society of CPAs and is a former board member of the Houston CFO Leadership Council. She has also previously held memberships with the Houston Estate & Financial Forum and the Houston Business & Estate Planning Council. Lynnette has resided and worked in the Houston area since 1997.

• Managing Director

  • Mar 2015 - Mar 2021

  Houston, Texas



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Family Office Principal / VP Relationship Manager

  • Sep 2011 - Mar 2015

  Houston, TX Family Office Services



Linscomb & Williams

• United States
• Financial Services
• 1 - 100 Employee

• Senior Financial Planner

  • Mar 2008 - Aug 2011

  Financial planning and consulting



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Jul 2004 - Mar 2008

  Family Office Services: managed $100M+ ultra high net worth client relationships



PwC

• Professional Services
• 700 & Above Employee

• Tax Manager / Investment Advisor

  • 2002 - 2004

  Personal Financial Services Investment Consulting Reviewed/prepared individual tax returns, managed corporate excecutive program, prepared financial plans, and managed investment portfolios.



UHY LLP, Certified Public Accountants

• United States
• Accounting
• 700 & Above Employee

• Financial Planner/Investment Adviser

  • 1997 - 2002

  Financial planning and investment management



Comprehensive Planning

• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Apr 1995 - Nov 1997

  Oklahoma City, Oklahoma Area Financial planning and investment management



Bonney, Percival, and Sheets

• Staff Accountant

  • 1995 - 1997

  Oklahoma City, Oklahoma, United States Tax preparation - primarily, individual and trust returns



Windsor Group Insurance

• Claims Adjuster / Underwriting

  • Oct 1990 - Jan 1996

  Oklahoma City, Oklahoma Area