National Planning Team
Robert E. Appel, J.D.*, LL.M., MBA
Second Vice President of National Design/Advanced Planning
- Listed in numerous sections and editions of Who's Who (including Who's Who in American Law and Who's Who in the World)
and member of the American and Connecticut Bar Associations. - BS degree (Accounting and Finance) from Central Connecticut State University;
J.D. degree from the University of Bridgeport School of Law;
MBA (Finance) degree from the University of Connecticut;
and LL.M. (Taxation) degree from Boston University School of Law.
Ben T. Huddle, CFP®, MBA
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.
Jane Johnson, CFP®
Director of Planning
- Helps to create estate, retirement, investment, and business succession plans for clients.
- Holds a Bachelor of Arts degree from The College of William and Mary.
A member of the Northeast Florida Estate Planning Council.
Timothy S. Johnson, J.D.*, CRPC
Chief Investment Strategist
- Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
- BA in Political Science from Lipscomb University in 1981and graduated from Vanderbilt University School of Law.
Holds a Series 7 registration.
Russell G. Jones
Executive Director Private Wealth Services
- 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.
D. Wiley Moody
Director of Planning
- Specializing in the high net worth marketplace, Wiley assists in managing over $14 billion in assets.
As a member of the Investment Steering Committee, he is very involved in helping planners further their knowledge
of the industry & in keeping them up-to-date on trends & movement in the markets. - Wiley joined Lincoln Financial Advisors in May of 2004 where he studied under Tim Johnson, Lincoln's Chief Investment Strategist.
In 2009, Wiley was promoted to Director of Financial Planning. He received his BBA in Accounting from Middle Tennessee State University.
Dianna Parker, CFP®
Director of Planning
- Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement
planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on tax reduction and
financial planning strategies. - Summa cum laude, Master's degree graduate from Southern Methodist University.
Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®
Assistant Vice President of National Design
- Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation.
Member of the Connecticut and American Bar Associations. - BA degree in English from State University of New York at Buffalo; J.D. from Western New England College School of Law;
LL.M. (Taxation) from Boston University School of Law.
Mary T. Young, ChFC®, CRPC, CFP®
Director of Financial Advisory Services
- Areas of expertise: Helping to evolve Lincoln's financial planning process; helping to enhance the proprietary financial software
as well as the national financial plan template and sales themes; and managing the third-party relationships as they relate to the
national planning team. - Bachelor's degree from The University of Connecticut, with a major in Finance and a minor in Accounting.
Disclosures
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.