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Robert M

Series 63, Series 65

Atlanta, GA

Lincoln Investment

Robert Moore is a financial advisor with Lincoln Investment in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2000 and concurrently involved with Resurgers Risk Management since 1999. Outside of advisory work, Moore has engaged in coaching football camps and provides tax preparation services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs, employing both strategic and tactical investment approaches supported by an Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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April J

Series 63, Series 65

Atlanta, GA

Lincoln Investment

April Jackson is a financial advisor at Lincoln Investment with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 1996. In addition to her advisory role, she is co-owner and CFO of an insurance agency and owns a tax preparation business. Jackson also serves as Immediate Past National President on the executive board of the National Women of Achievement, Incorporated. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm utilizes a mix of strategic and tactical investment approaches and offers a range of advisory and brokerage services.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Pamela M

ChFC®, Series 63, Series 65

Atlanta, GA

Lincoln Investment

Pamela Middleton is a ChFC® credentialed financial advisor with Lincoln Investment in Atlanta, GA, with 43 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1996 and also has a longstanding role at Banks, Jackson & Middleton Inc. Outside of her advisory work, she provides income tax preparation services and serves as an executor and trustee, as well as a guardian for a family member. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) plans. The firm employs both strategic and dynamic investment approaches, managing a combination of in-house and third-party strategies across discretionary and non-discretionary programs.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Barry R

Series 63, Series 65

Atlanta, GA

Lincoln Investment

Barry Rawls is a financial advisor at Lincoln Investment with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln Investment Planning, Inc. since 2012. He is also the owner of Rawls Financial Advisors, which provides insurance services on a limited basis. Additionally, Rawls serves as a trustee and executor managing personal and estate holdings. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment strategies employing both strategic and dynamic approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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