Braintree, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$21,723,445,661
ClientsTotal clients
138,132
AdvisorsAdvisors at this office
2
Of 874 advisors across 282 offices
Location
35 Braintree Hill Office Park, Suite 400 & 405
Braintree MA 02184
Advisors at this office
2
Advisors at this office
Christopher D
CFP®, Series 66
Braintree, MA
Lincoln Investment
Christopher Duffy is a CFP®-designated financial advisor with 26 years of industry experience, currently serving at Lincoln Investment since 2012. He is also president of Capital Analysts of New England, a wealth management firm, and is involved as a life insurance agent. Additionally, he holds a vice chair position on the Planned Giving committee for the South Shore Hospital Charitable Foundation. 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 advisor-managed and firm-managed investment programs utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.
Paul L
CFP®, Series 63, Series 66
Braintree, MA
Lincoln Investment
Paul Longobardi is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Lincoln Investment. His prior roles include positions at TD Private Client Wealth LLC and Capital Analysts, where he is also a Senior Director of Investments. He is based in Braintree, MA. 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, utilizing both strategic and tactical approaches supported by an Investment Management & Research team.
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