August brought plenty to watch across the markets. From equity performance and interest rates to inflation, AI investment and global markets, our Investment Management & Research Team breaks down the key developments from the month. Read our August 2026 Market Commentary for the latest market insights.
Lincoln Investment
Financial Services
Fort Washington, PA 11,675 followers
"Helping people reach their financial goals since 1968"
About us
As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your life’s journey that require financial security. We are committed to helping individuals and families achieve long-term financial well-being through the knowledgeable guidance of independent financial professionals and an extensive array of carefully selected investment choices. With 55 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to over 1,000 financial advisors nationwide, and we serve the diverse financial needs of over 355,000 clients representing over $46.0 billion in assets. Visitors to this page must avoid posting reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and securities laws and may not reflect the experience of all clients of the financial advisor. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any information you receive from the use of these third-party site and you assume total responsibility for your use of the sites you are visiting. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by The Lincoln Investment Companies. http://www.facebook.com/LincolnInvestment https://twitter.com/LincolnInvest www.lincolninvestment.com http://www.jobs.net/jobs/lincolninvestment
- Website
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http://www.lincolninvestment.com
External link for Lincoln Investment
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Fort Washington, PA
- Type
- Privately Held
- Founded
- 1968
- Specialties
- Retirement Plans, Tools & Technology, Fee-based Business, and Customized Marketing
Locations
Employees at Lincoln Investment
Updates
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We're investing in the future of Marketing and the advisor experience at Lincoln Investment. Tara (Pazinski) Harkins joins us as Senior Vice President, Marketing. With more than 20 years of experience building high-performing marketing organizations across financial services, Tara will lead our efforts to strengthen our brand, deepen advisor engagement and connect marketing more directly to business growth. Read the full announcement in the comments. 👇
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Twenty-five years later, we pause to remember September 11, 2001. Today, we honor the lives lost, the first responders who answered the call, and the countless individuals and families forever impacted by that day. We remember their courage, their sacrifice, and the strength that brought our nation together.
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We’re excited to welcome Courtney Carey as a new financial professional! Courtney started in the industry in 2020 and obtained her full license in 2025, most recently practicing at Ameriprise. Born and raised in Florida, Courtney lives in Fort Myers with her husband and three-year-old son. #WelcomeToLincoln
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We’re excited to welcome Troy Webb as a new financial professional! Before joining Lincoln and WealthGuide Advisors, Troy was a financial advisor with VALIC/Corebridge Financial Advisors for 28 years educating and advising clients on their workplace retirement plans, pensions, individual income strategies and how to distribute those efficiently through legacy planning. Troy and his wife, Cathy, are lifelong residents of Georgia and live in Cornelia. Outside of work, Troy and Cathy are avid Georgia Bulldog fans and are members of the First Presbyterian Church of Cornelia. #WelcomeToLincoln
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A big congratulations to our High Five Award winners, Bonnie Sachs and Jeffrey Bantle! 🎉 Each quarter, we recognize employees who consistently go above and beyond their job responsibilities and make a positive impact across the organization. Thank you for all that you do!
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Don't miss out on Shashi Mehrotra, SVP and Chief Investment Officer SVP and Chief Investment Officer for his quarterly market update and Q&A today at 4:00 PM EST. Register here: https://lnkd.in/giDqJ-ii
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We’re excited to welcome Sean Calleja as a new financial professional! With more than 17 years of industry experience, Sean spent the past decade as a financial advisor with Corebridge Financial, following seven and a half years at Fifth Third Bank. He appreciates that Gary Cucchi and the team at GAC Wealth Management Solutions offer strong support, with experienced professionals in property and casualty insurance, tax planning, Social Security and Medicare and administrative processing. Sean was born and raised in Clearwater, FL where he still lives today. He enjoys playing golf and attending sporting events. #WelcomeToLincoln
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