
Kathryn LynesKathryn LynesSenior Client Associate
About Kathryn
As a member of The Meyers Group, Kathryn works closely with the team to ensure all day-to-day operations run smoothly. She draws from her experience on the management side of financial advisory to navigate the firm's resources and liaise with key stakeholders in an efficient manner. Kathryn is a valuable resource who can help solve problems, remove obstacles and find answers that clients seek. Her strengths include relationship management, organizational acuity and strong follow-through skills.
With over a decade of experience in wealth management, Kathryn began her career as an associate in high-risk commercial insurance before pivoting to the financial industry. She started at UBS Financial Services as the Branch Office Administrator and played an integral role on the management team overseeing the Walnut Creek office, as well as various satellites. Shortly after, Kathryn transferred to UBS' Private Wealth office in San Francisco where she held several positions, including Executive Assistant and Wealth Strategy Associate.
She joined J.P. Morgan in 2018 as a Business Analyst, supporting the Regional Director for the San Francisco, Seattle and Bellevue offices.
A native of the Bay Area, Kathryn attended University of California at Davis, where she earned a B.A. in History and was involved in philanthropic efforts to raise funds for St. Jude Children's Hospital. She holds FINRA Series 7 and 66 securities licenses.
Kathryn and her husband live in Marin County with their two young children. In her spare time, she enjoys exploring new restaurants, hiking and spending time with her family.
Insights

The SECURE Act 2.0: Saving for retirement could be easier
January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
5 facts for investors to consider
January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Debt ceiling drama: What you need to know
January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
Philanthropy trends today: 3 ways to supercharge your impact
January 19, 2023Giving strategies we’re seeing around the world might inspire you.Read Now
10 actions to help you take charge of your personal finances
January 18, 2023There’s a lot you might do, right now, to help set yourself up for a good 2023.Read Now
Why semiconductors could be the comeback kings of 2023
January 18, 2023Semiconductors power everything from smartphones to electric vehicles. We think the sector’s battered stocks look primed for recovery.Read Now
New year, new perspective (on your financial future)
January 17, 2023The new year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
Inflation cools but is growth next?
January 12, 2023The full impact of Fed tightening has yet to be felt, and a pause isn’t likely to negate the slowdown ahead.Read Now
When it comes to investing, look ahead instead of in the rearview mirror
January 8, 2023Yin and yang. Salt and pepper. Hall and Oates. Markets and the economy?Read Now
The SECURE Act 2.0: Saving for retirement could be easier
January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
5 facts for investors to consider
January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Debt ceiling drama: What you need to know
January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
Philanthropy trends today: 3 ways to supercharge your impact
January 19, 2023Giving strategies we’re seeing around the world might inspire you.Read Now
10 actions to help you take charge of your personal finances
January 18, 2023There’s a lot you might do, right now, to help set yourself up for a good 2023.Read Now
Why semiconductors could be the comeback kings of 2023
January 18, 2023Semiconductors power everything from smartphones to electric vehicles. We think the sector’s battered stocks look primed for recovery.Read Now
New year, new perspective (on your financial future)
January 17, 2023The new year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
Inflation cools but is growth next?
January 12, 2023The full impact of Fed tightening has yet to be felt, and a pause isn’t likely to negate the slowdown ahead.Read Now
When it comes to investing, look ahead instead of in the rearview mirror
January 8, 2023Yin and yang. Salt and pepper. Hall and Oates. Markets and the economy?Read Now