Full-service broker-dealer and registered investment advisor, serving over 235,000 investors, representing over $23 billion in assets.

Finance

Lincoln Investment Planning

Lincoln Investment Planning's headquarters in Wyncote, PA, United States

Ed Forst

Kathy Leckey

Daniel Alexander

Jason Estes

Kevin O’leary

Kerrie Whelan

Joanne McKelvey

Steve Mayhew

Maureen Mattson

Diane M. Mccarthy

This department provides expert financial advice and planning to clients, helping them make informed investment and financial decisions.

Financial Services

The Operations and Support team at Lincoln Investment Planning plays a crucial role in ensuring the smooth functioning of the company's services. This team manages document workflows, supports technology integration, oversees employee benefits and HR operations, and coordinates third-party asset management efforts. By streamlining processes and enhancing operational efficiencies, they enable advisors to better serve clients and maintain high standards of service delivery across the organization.

Operations and Support

This department specializes in providing comprehensive financial planning services to clients, including investment advice and fiduciary guidance.

Financial Planning

The Leadership Team at Lincoln Investment Planning drives strategic direction and operational excellence to enhance client services and investor experiences. Comprising key executives across human resources, compliance, finance, and growth, the team collaboratively establishes policies, fosters innovation, and ensures regulatory adherence while targeting market expansion and operational efficiency. Their collective expertise cultivates a dynamic environment focused on delivering sustainable growth and exceptional investment solutions.

Leadership Team

The Sales and Marketing team at Lincoln Investment Planning is responsible for driving business growth and enhancing brand visibility. This collaborative group develops marketing strategies, supports sales initiatives, and manages communications to engage existing clients and attract new investors. By leveraging market research and innovative marketing techniques, the team aims to promote the company's services and expand its reach within the financial advisory space.

Sales and Marketing

The Technology and Development team at Lincoln Investment Planning is responsible for designing, developing, and maintaining innovative software solutions that enhance the firm’s investment services. This team collaborates on various technology initiatives, including app development, database management, and cybersecurity, to ensure efficient operations and high-quality client service. By leveraging diverse expertise from software architecture to cloud engineering, they drive digital transformation and support the company’s strategic goals.

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Lincoln Investment Planning

Org chart

Teams

Financial Services

Operations and Support

Financial Planning

Leadership Team

Sales and Marketing

Technology and Development

Offices

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Lincoln Investment Planning

Org chart

Teams

Financial Services

Operations and Support

Financial Planning

Leadership Team

Sales and Marketing

Technology and Development

Offices

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