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Alison V
ChFC®, Series 66
Boca Raton, FL
Lincoln Investment
Alison Vento is a ChFC® and Series 66–registered financial advisor with 13 years of industry experience. She currently serves at Lincoln Investment and has previously worked at Edward Jones, Western International Securities, J.P. Morgan Securities, Merrill, and Ameriprise. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer that serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive investment strategies.
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