David Lincoln Email & Phone Number
MSFS, ChFC, CLU, Certified Financial Planner® | Financial Advisor @ MONECO Advisors
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David Lincoln Location
- Fairfield, CT, US
David Lincoln Work
- MSFS, ChFC, CLU, Certified Financial Planner® | Financial Advisor @ (January 2006 - Present)
- Investment Advisor @ Lincoln and Rocco (January 1987 - January 2006)
- Investment Advisor @ (January 1977 - January 1987)
- Financial Planner @ (January 1975 - January 1977)
David Lincoln Education
- Boston College
BA (Psychology)
- The American College of Financial Services
Master of Science in Financial Services
David Lincoln Skills
- Project Planning
- Equities
- Sales
- Certified Financial Planner
- Financial Planning
- ETFs
- Wealth
- Marketing
- Management
- Marketing Strategy
- Customer Service
- Coaching
- Leadership
- Event Management
- Sports
- Public Relations
- Financial Services
- Travel and Tourism
- Supply Chain Management
David Lincoln Summary
- David Lincoln, based in Fairfield, CT, US, is currently a MSFS, ChFC, CLU, Certified Financial Planner® | Financial Advisor at Moneco Advisors. David Lincoln brings experience from previous roles at Lincoln and Rocco, Paine Webber and The Phoenix Companies. David Lincoln holds a BA in Psychology @ Boston College. With a robust skill set that includes Project Planning, Equities, Sales, Certified Financial Planner, Financial Planning and more. David Lincoln has 2 emails and 2 mobile phone numbers on RocketReach.
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