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Brian R

Series 63

Riverhead, NY

Lincoln Investment

Brian Reynolds is a financial advisor with Lincoln Investment, holding a Series 63 designation and 14 years of industry experience. He previously worked at Equity Services, Inc. and National Life from 2016 to 2024 before joining Lincoln Investment and Capital Analysts. Outside of advisory work, Reynolds volunteers in marketing for the Peconic Hockey Foundation and operates a small collectibles sales business. 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 offers financial planning, ERISA retirement plan advice, and a range of model portfolios, employing both strategic and dynamic investment 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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Marc S

Series 63

Riverhead, NY

Lincoln Investment

Marc Silverstein is a financial advisor with Lincoln Investment based in Riverhead, NY, holding a Series 63 designation and 29 years of industry experience. His prior work includes roles at Capital Analysts, National Life Group, and Equity Services, Inc. He also serves as president and agent of MAS Group, Inc., a property and casualty business. 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 offers financial planning, retirement plan advice, and a range of managed portfolio programs using both strategic and dynamic investment 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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