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Robert M

Series 63, Series 65

Atlanta, GA

Lincoln Investment

Robert Moore is a financial advisor at Lincoln Investment with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2000. Outside of his advisory work, Moore has coached football drills at local camps. Lincoln Investment Planning, LLC is an enterprise firm serving a diverse clientele including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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April J

Series 63, Series 65

Atlanta, GA

Lincoln Investment

April Jackson is a financial advisor with Lincoln Investment in Atlanta, GA, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1996 and has additional long-term experience with Northern Life Insurance Co, Great Southern Life Insurance Co, and Investors Life Insurance Co. Jackson is a co-owner and CFO of an insurance agency and serves as Immediate Past National President of the National Women of Achievement, Incorporated. She also owns a tax preparation business. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and uses a layered delivery model combining independent advisors and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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Pamela M

ChFC®, Series 63, Series 65

Atlanta, GA

Lincoln Investment

Pamela Middleton is a ChFC®-designated financial advisor with Lincoln Investment in Atlanta, GA, bringing 43 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1996 and previously worked at Banks, Jackson & Middleton Inc. Aside from her advisory role, Middleton provides income tax preparation services and manages insurance sales, focusing on life insurance and fixed annuities. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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