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Freddie W
Series 63, Series 65
Rockville, MD
Lincoln Investment
Freddie Watson is a financial advisor with Lincoln Investment Planning, Inc. in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Lincoln Investment since 1989. Outside of his advisory role, he serves as president of Watson Family Farms LLC. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs model portfolios and employs third-party managers.
Peter P
Series 66
Rockville, MD
Lincoln Investment
Peter Perini Jr. is a financial advisor with Lincoln Investment in Rockville, MD, holding a Series 66 credential and three years of industry experience. Prior to joining Lincoln Investment, he held various roles including self-employment ventures and online selling. Outside of his financial advisory work, he operates an eBay store selling a variety of goods. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, access to third-party managers, and serves as a fiduciary in ERISA/retirement advice.
Cynthia P
Series 63, Series 65
Rockville, MD
Lincoln Investment
Cynthia Perini is a financial advisor at Lincoln Investment with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning since 2006, following prior roles at Sovereign Bank and Raymond James Financial Services. Outside of her advisory work, she is involved in several nonprofit organizations and serves on multiple boards, including the Magnolia Foundation and MedSource Community Services. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, with investment strategies developed by an internal Investment Management & Research team and delivered through an extensive network of advisors.
Nancy H
Series 63, Series 65
Rockville, MD
Lincoln Investment
Nancy Hendershot is a financial advisor with Lincoln Investment in Rockville, MD, holding Series 63 and Series 65 credentials and over 37 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1988 and operates Hendershot Financial Group, where she provides support for corporate responsibilities. Outside of her advisory roles, she serves as Treasurer and Board Member for the nonprofit Walk the Walk Inc. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.
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