Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland.
Member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. Published an article in the Encyclopedia of World Terrorism entitled“The Impact of 9/11 on the Global Economy.”
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.
*Licensed, not practicing.
Joseph Flynn, J.D.*
Primary area of expertise: Advising Lincoln financial planners and their clients on a wide variety of estate planning and business succession issues with a particular emphasis on the family owned business.
Graduate of Yale University and The University of Connecticut School of Law.
Ben T. Huddle, CFP®, M.B.A., CRPC®
Director of Financial Advisory Services
Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes.
Masters in Business Administration for The University of Houston and a Bachelor's degree in Industrial Management from Purdue University. National speaker/trainer for Lincoln Financial Advisors.
Timothy S. Johnson, J.D.*, CRPC®
Chief Investment Strategist
Areas of expertise include fixed income, equity allocations, alternative investments, and affluent wealth management.
B.A. in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.
Primary area of expertise is developing key concepts and strategies for the high net worth market.
Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation’s Annual Estate Planning Forum, GAMA International’s LAMP meeting, and numerous technical and internal Lincoln business management sessions.
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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.