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Jennifer W

Series 65, Series 63

Tallahassee, FL

Lincoln Investment

Jennifer Williams is a financial advisor with Lincoln Investment in Tallahassee, FL, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. She has been with Lincoln Investment since 2016 and also serves as an agent at The Gabor Agency, Inc., where she provides insurance and retirement options to employees of Florida's state colleges and universities. Lincoln Investment is a large enterprise advisory and broker-dealer serving 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 research team and a layered delivery model involving independent advisors and third-party relationships.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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Chelsea W

Series 66

Tallahassee, FL

Lincoln Investment

Chelsea White is a financial advisor with Lincoln Investment in Tallahassee, FL, holding a Series 66 designation and one year of industry experience. She previously worked at Joseph House and has been associated with Gabor Financial Solutions since 2021. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through various models, supported by an in-house Investment Management & Research team and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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