For Advisors
Fully Independent Model,
With Structured Support
Where advisors can be independent, but not alone.
OPEN ARCHITECTURE
PLATFORM
Enabling advisors to provide their clients with unbiased recommendations tailored to their needs and objectives.
STATE-OF-THE-ART
TECHNOLOGY
The Wove platform, offered by BNY Pershing, introduces cutting-edge technology to a rapidly evolving industry. AI capabilities through Zocks and Jump.
CULTURE
OF CAMARADERIE
We take pride in our partnership and collaborative efforts as a team.
SUPPORTIVE LOCAL LEADERSHIP
Our leadership team is committed to supporting you at every stage. We will facilitate your transition with meticulous care and offer coaching throughout the process.
GENEROUS TRANSITION PACKAGE
We are committed to designing a highly competitive transition package that is customized to address your unique requirements.
Our Broker-Dealer, Lincoln Investment, is Growing
Be a part of Lincoln Investment:
- Over 1,000 financial professionals across the nation
- Financial Planning ranks Lincoln Investment (2024):
- #13 in gross revenue
- #6 for women as a percentage of producing reps
- #8 for fee-based mix
- Privately held and professionally managed
- Over 50 years of experience as a full–service broker-dealer
- Over 20% of Lincoln Investment financial professionals are CERTIFIED FINANCIAL PLANNER TM professionals (CFP®)
Independence without Compromise:
- Unlimited earnings potential as an independent business owner
Strong business development assistance
Freedom to manage your business according to your own plan
No proprietary products
No global admin fee
Lincoln Investment offers a complete range of asset management programs and stocks, bonds, mutual funds, annuities, life, disability, and long-term care insurance.
Lincoln Investment financial professionals address the needs of over 315,000 clients representing more than $51 billion in assets (over $25 billion fee-based assets).
Introducing Lincoln Investment's Women's Impact Network
The Women’s Impact Network (WIN) encourages a community of like-minded women financial professionals at Lincoln Investment dedicated to connecting, learning, empowering, and brainstorming to achieve success in our personal and professional lives.
Connect
WIN provides a platform for regular communication and engagement among Lincoln’s women financial professionals. By building relationships, we create a supportive network to share ideas, challenges, and successes.
Learn
WIN recognizes the value of sharing experiences, strategies, and techniques. Through an open learning environment, members gain insights and acquire new skills.
Empower
WIN believes in the power of motivation and inspiration. Our community encourages every member to reach their full potential
Brainstorm
WIN recognizes the importance of exchanging ideas. WIN's community encourages open dialogue where members can collectively tackle challenges and share insights that can benefit each other.
WIN Programs
WIN Huddles:
2nd Wednesday of each month at 12:00 p.m. ET.
• WIN Huddles are designed to encourage connection and empowerment.
• Advisor Spotlight: WIN highlights a different member each month and ask them to share their journey.
• WIN Huddle Discussion: WIN uses the power of collective wisdom for each advisor-suggested discussion topic.
WIN Summit:
The WIN Summit is an annual in-person conference designed for women financial professionals at Lincoln Investment. Its goal is to unlock each member’s full potential and create a dynamic and inclusive platform where women can connect, collaborate, and grow together. Through strategic networking and the exchange of experiences, WIN breaks barriers, shatters limitations, and creates a transformative environment that empowers women to become influential leaders.
What are women saying about the Women’s Impact Network?
I get a different perspective from other females in a male-dominated industry.
I love the great ideas I can take away from each meeting.
I find the WIN Huddles to be so inspiring.
I love expanding my network and getting to know more amazing advisors.
It amazes me how many women are willing to share ideas and experiences.
It is a place where I can put my challenges out to the group and get great feedback.
If you have any questions, contact Donna Caloia at (561) 448- 6448 or via email at DCaloia@lincolninvestment.com
Interested in Becoming a CARE Private Wealth Advisor?
Confidentiality is always of utmost importance. One of our partners will respond within the same business day.