Scott Patterson - Raymond James

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. It was formed in 1968 and maintains its principal executive offices in Philadelphia. Lincoln National Corporation is a holding company, which operates multiple insurance and investment management businesses through subsidiary companies. LNC divides operations into five business segments: Lincoln Retirement, Life Insurance, Investment Management, Lincoln UK and Lincoln Financial Media. The company s history dates back to June 1905 as the Lincoln National Life Insurance Company.

Tony Fusco - Raymond James, located in Towson, MD, offers a range of comprehensive financial services designed to support families, business owners, corporate executives, and retirees in achieving their financial goals. With over 35 years of experience, their dedicated team provides personalized guidance in investment management, retirement planning, estate planning, and more. The firm prides itself on its empathetic approach to financial planning, focusing on the unique needs and aspirations of each client. By integrating various aspects of clients' financial lives, they create tailored strategies that promote long-term financial well-being and success. Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.