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Raymond D

Series 63

Garden City, NY

Lincoln Investment

Raymond Donnelly is a financial advisor with Lincoln Investment in Garden City, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Lincoln Investment since 2010 and has prior experience with Massmutual Life Insurance Company and Advisors Resource / SR Network Solutions. Donnelly is also a member of the Board of Directors for the South Shore Child Guidance Center, a mental health care organization. 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 a range of financial planning and investment management services, overseeing both in-house and third-party strategies using strategic, tactical, and quantitative 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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