Mary specializes in estate distribution strategies, senior executive compensation, tax return analysis, and retirement planning.
Mary holds a Bachelor’s degree from The University of Connecticut and an Associate’s degree from Manchester Community College.
Robert E. Appel, J.D.*, LL.M, M.B.A.
Second Vice President of National Design/Advanced Planning
Member of the American and Connecticut Bar Associations.
B.S. degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; M.B.A. (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.
Timothy S. Johnson, J.D.*, CRPC®
Chief Investment Strategist
Timothy’s areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
Timothy has a BA in Political Science from Lipscomb University and graduated from Vanderbilt University School of Law. Timothy holds a Series 7 registration.
Nasser Ali, CFA, CFP®, AAMS, CMFC, CRPC®
Director of Financial Advisory Services
Nasser’s has prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million.
Nasser is a member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. He published an article in the Encyclopedia of World Terrorism entitled, "The Impact of 9/11 on the Global Economy."
Nasser has a Bachelor of Science degree in Finance from the University of Maryland.
Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®
National Design/Advanced Planning Attorney
Donna’s expertise lies in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. She is a member of the Connecticut and American Bar Associations.
Donna received a BA degree in English from State University of New York at Buffalo, a J.D. from Western New England College School of Law and a LL.M. (Taxation) from Boston University School of Law.
Dianna Parker, CFP®
Director of Planning
Dianna’s primary area of expertise is a broad knowledge of complex estate planning, business succession planning and retirement planning concepts. She frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and financial planning strategies.
Dianna graduated summa cum laude with a Master's degree graduate from Southern Methodist University.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Connecticut, Florida, Indiana, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon and Pennsylvania
Advisory Services: Connecticut
This material is for general use with the public and is designed for informational or educational purposes only. It is not intended as investment advice and is not a recommendation for retirement savings. Lincoln Financial Advisors does not offer legal or tax advice.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.