Lynn Baldwin is a Senior Vice President and Senior Fiduciary Officer with Zions Bancorporation, N.A. In this role, he serves his clients by implementing wealth transfer and preservation strategies under Will, trust and agency agreements. and serves as the sympathetic but objective third party, mediating the conflicts that can arise among beneficiaries in a manner that balance the trustor’s objectives in creating the trust with the interest of those who benefit from it.
For over 30 years, Lynn has helped clients coordinate, develop and implement financial plans with a focus on Trust & Estate, Charitable Structures and Asset Protection among others. As a Trustee/Executor or Agent for Trustee/Executor, Lynn works with clients to preserve and protect their assets utilizing efficient methods of transfer and assisting them in creating a personalized legacy.
Lynn graduated from Idaho State University with his Bachelor of Business Administration degree in Finance. In addition, he is a CERTIFIED FINANCIAL PLANNING™ practitioner, a Certified Trust and Financial Advisor® and an Accredited Estate Planner®.
NB|AZ Wealth & Fiduciary Services provides tailored strategies designed to address specific financial needs, goals and aspirations. From planning and investment management to business transition strategies, NB|AZ Wealth & Fiduciary Services offers access to products, solutions and services designed for individuals and families, private business owners, corporations, foundations, endowments and nonprofits.
Trust & fiduciary investment services are provided through Wealth & Fiduciary Services within Wealth Management, a division of Zions Bancorporation, N.A. Investment products and services are NOT insured by the FDIC or any federal or state governmental agency, are NOT deposits or other obligations of, or guaranteed by, Zions Bancorporation or its affiliates, and MAY be subject to investment risks, including the possible loss of principal value or amount invested. National Bank of Arizona is a division of Zions Bancorporation, N.A.