Save the date for our 2024 Wealth Management Forum at the Philadelphia Marriott Downtown on September 24-26. We’re so excited to be back with our financial professionals to network and discuss all of the exciting things happening at Lincoln! #WMF2024
Lincoln Investment
Financial Services
Fort Washington, PA 9,558 followers
"Helping people reach their financial goals since 1968"
About us
As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial security. We are committed to helping individuals and families achieve long-term financial well-being through the knowledgeable guidance of independent financial professionals and an extensive array of carefully selected investment choices. Visitors to this page must avoid posting reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and securities laws and may not reflect the experience of all clients of the financial advisor. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any information you receive from the use of these third-party site and you assume total responsibility for your use of the sites you are visiting. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies. http://www.facebook.com/LincolnInvestment https://twitter.com/LincolnInvest www.lincolninvestment.com http://www.jobs.net/jobs/lincolninvestment
- Website
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http://www.lincolninvestment.com
External link for Lincoln Investment
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Fort Washington, PA
- Type
- Privately Held
- Founded
- 1968
- Specialties
- Retirement Plans, Tools & Technology, Fee-based Business, and Customized Marketing
Locations
Employees at Lincoln Investment
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Jackie McLaughlin
Senior Writer/Editor at Lincoln Investment
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Davie Greger, CRCP™
Supervising Principal at Lincoln Investment
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Richard LeSavoy, CFP®, CRC®, EA
Financial Advisor and CERTIFIED FINANCIAL PLANNER PROFESSIONAL™, Certified Retirement Counselor®, IRS Enrolled Agent
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Rick Schimmel
Updates
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We’re excited to introduce Karla McFarland as a new financial professional to Lincoln! Karla began her career 10 years ago at Northwestern Mutual and has also worked at Raymond James and most recently, Corebridge Financial/Valic. She chose Lincoln because of its commitment to focusing on the client experience. A native of Mexico, Karla moved to California as a child and considers Tustin, California her hometown. She currently lives in Cantonment, Florida. When she isn’t traveling, she enjoys the outdoors, especially being at the beach paddleboarding and going on nature walks with her family. #WelcomeToLincoln
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Happy #IndependenceDay from Lincoln Investment! We wish you all a safe and fun holiday!
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We’re excited to introduce L Ray Burns as a new financial professional at Lincoln! L Ray switched careers from electrical engineer to financial professional at Burns Financial Solutions in Arcadia, Ohio, his mother Marlene Burns,CRC® practice. He works in the practice with his sister, Jacquelyn, who has also recently become a financial professional. Marlene has been with Lincoln for about ten years and speaks highly about the company, which prompted L Ray to join the practice. He feels like he is not just another employee at Lincoln, a unique difference from his previous jobs. In his spare time, he enjoys working out, hunting, fishing and hanging out with friends. #WelcomeToLincoln
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Congratulations to the BNY Pershing and Wove team! Lincoln Investment is proud of their partnership with Wove to help bring innovative solutions to more people.
Our #WovePlatform was named one of the "World's Best Innovations” by Global Finance Magazine, our third award, all before Wove's first birthday! ICYMI we announced a suite of new products for the platform at our INSITE conference earlier this month. Ainslie Simmonds, #PershingX President and Global Head of Strategy for BNY Pershing, said: "Our mission at BNY Pershing is to help advisors help more people. With Wove, the goal was to design a single highly integrated, data-driven advisory platform so wealth managers could dedicate more time spent 1:1 with clients. Advisors who use Wove have access to a wide range of nimble solutions for everything from portfolio management tools to investment strategies.” Read the feature here: https://lnkd.in/gYdTpM4f
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Lincoln Investment reposted this
Congratulations to Ainslie and the entire Wove team! What an exciting time for the Lincoln Investment and BNY Pershing partnership.
Our #WovePlatform was named one of the "World's Best Innovations” by Global Finance Magazine, our third award, all before Wove's first birthday! ICYMI we announced a suite of new products for the platform at our INSITE conference earlier this month. Ainslie Simmonds, #PershingX President and Global Head of Strategy for BNY Pershing, said: "Our mission at BNY Pershing is to help advisors help more people. With Wove, the goal was to design a single highly integrated, data-driven advisory platform so wealth managers could dedicate more time spent 1:1 with clients. Advisors who use Wove have access to a wide range of nimble solutions for everything from portfolio management tools to investment strategies.” Read the feature here: https://lnkd.in/gYdTpM4f
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Lincoln Investment reposted this
Well. I am literally bursting with pride. Wove just had it’s first birthday and to get this kind of recognition is a dream come true. But it is all due to the hard work of the #pershingx team. And « they » thought a large firm could never innovate. Sorry (not sorry) - we sure can. #wealthmanagement #innovation #wealthtech #advisortech #fintech
Our #WovePlatform was named one of the "World's Best Innovations” by Global Finance Magazine, our third award, all before Wove's first birthday! ICYMI we announced a suite of new products for the platform at our INSITE conference earlier this month. Ainslie Simmonds, #PershingX President and Global Head of Strategy for BNY Pershing, said: "Our mission at BNY Pershing is to help advisors help more people. With Wove, the goal was to design a single highly integrated, data-driven advisory platform so wealth managers could dedicate more time spent 1:1 with clients. Advisors who use Wove have access to a wide range of nimble solutions for everything from portfolio management tools to investment strategies.” Read the feature here: https://lnkd.in/gYdTpM4f
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We’re excited to introduce Colton Green as a new financial professional at Lincoln! Colton began his financial career at Equitable Advisors and moved on to Corebridge Financial before joining Lincoln. He specializes in working with educators and the parents of special needs children and partners with estate planners who specialize in special needs trusts and helps clients create a detailed plan to ensure their children are taken care of. He chose Lincoln because he was impressed by the willingness to support the direction of the book of business he wants to build. Colton enjoys eating a good steak, fine cigars, and spending time with family. #WelcomeToLincoln
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It’s officially summer! In addition to enjoying the nice weather and summer activities, it is also a great time to sit down and create a financial plan. Contact a Lincoln Investment financial professional near you today! https://lnkd.in/gbnXTyD
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We’re excited to introduce Shai Chu, CFP® as a new financial professional to Lincoln! Shai is a graduate of the University of Pennsylvania with a B.A. in philosophy, politics and economics. Prior to joining Lincoln, Shai worked for Corebridge Financial helping her clients plan for the financial future they envision. In 2021, she was named as the Retirement Plan Consultant of the Year for the Atlantic Region. Shai grew up in Hong Kong and now lives in Fairfax, Virginia with her son, Nicholas. She joined Lincoln because of the autonomy to select investments that would allow her to serve the best interests of clients. In her free time, she enjoys attending music festivals, playing pickleball and traveling. #WelcomeToLincoln
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