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Donald H
ChFC®, Series 63, Series 65
Knightdale, NC
Lincoln Investment
Donald Hadley III is a financial advisor with Lincoln Investment who holds the ChFC® designation and has 40 years of industry experience. His career includes roles at Lincoln Investment since 2012 and Capital Analysts, Incorporated since 1998. Outside of his advisory work, he is involved in coaching and consulting through Applied Vision Works, Inc., focusing on leadership and strategic planning. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolios and third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive investment strategies.
Donald H
ChFC®, Series 63
Knightdale, NC
Lincoln Investment
Donald Hadley Jr. is a financial advisor with Lincoln Investment, holding the ChFC® designation and a Series 63 license, and has 58 years of industry experience. He has been with Lincoln Investment since 2012 and has also worked with Capital Analysts, Incorporated and Fidelity Mutual/Capital Analyst Inc. since 1972. Outside of his advisory work, he is a partner in GAITS OF HEAVEN, LLC, a horse management business focused on raising, training, and showing horses. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers comprehensive financial planning and portfolio management services, supported by an in-house Investment Management & Research team and third-party managers.
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