David Lincoln Email & Phone Number
MSFS, ChFC, CLU, Certified Financial Planner® | Financial Advisor @ MONECO Advisors
David Lincoln Location
Fairfield, CT, US
David Lincoln Work
- 2006 - now MSFS, ChFC, CLU, Certified Financial Planner® | Financial Advisor @ MONECO Advisors
- 1987 - 2006 Investment Advisor @ Lincoln and Rocco
- 1977 - 1987 Investment Advisor @ Paine Webber
- 1975 - 1977 Financial Planner @ The Phoenix Companies, Inc.
David Lincoln Education
- Boston College
- The American College
David Lincoln Skills
- Project Planning
- Equities
- Sales
- Certified Financial Planner
- Financial Planning
- ETFs
- Wealth
- Marketing
- Management
- Marketing Strategy
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 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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Top MONECO Advisors Employees
-
Christopher Neubert
Founder and Partner at MONECO Advisors
Bradenton, FL, US24 -
Derrek Metz
Managing Partner at MONECO Advisors
New Canaan, CT, US25 -
Salim Boutagy
Partner at MONECO Advisors
Fairfield, CT, US22 -
G. Flynn
Partner at MONECO Advisors
Fairfield, CT, US21 -
Colleen Galushko
Partner and Financial Planner at MONECO Advisors
Fairfield, CT, US32 -
Peter Osborne
Partner at MONECO Advisors
Fairfield, CT, US25+ -
Eric Johnson
Partner at MONECO Advisors
Fairfield, CT, US12 -
Byrke Sestok
Partner at MONECO Advisors
Harrison, NY, US24 -
TJ Hickey
Partner | Financial Planner at MONECO Advisors
Glastonbury, CT, US12 -
21
-
Noreen McGorty
Director of Operations at MONECO Advisors
Shelton, CT, US35+ -
Doug MacLean
Financial Advisor at MONECO Advisors
New Canaan, CT, US21 -
Joanna Russell
Partner and Director of Client Services at MONECO Advisors
Woodcliff Lake, NJ, US23
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