Rockville, MD Office

Freddie Watson is a financial advisor with Lincoln Investment based in Rockville, MD, holding Series 63 and Series 65 designations and 45 years of industry experience. He has been affiliated with Lincoln Investment Planning, Inc. since 1989. Outside of advising, he serves as president of Watson Family Farms LLC, a farming 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 a range of financial planning and investment management services, employing both strategic and tactical approaches through in-house and third-party strategies.

Peter Perini Jr. is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has worked in various roles including sales assistant at Hendershot Financial Group and as an eBay seller. Prior to his current role, his background includes positions in retail and self-employment ventures. 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 retirement plan advisory services, utilizing both strategic and dynamic investment approaches across discretionary and non-discretionary programs.

Cynthia Perini is a financial advisor with Lincoln Investment in Rockville, MD, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2006 and at Sovereign Bank since 2004. Perini is involved in several nonprofit organizations, serving on boards such as the Magnolia Foundation and MedSource Community Services, and participates in philanthropic efforts like the Women’s Giving Circle of Washington County. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) plans. The firm offers financial planning, retirement plan advice, model portfolios, and operates as a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

Nancy Hendershot is a financial advisor at Lincoln Investment with 37 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Lincoln Investment Planning, Inc. since 1988. Outside of her advisory role, she serves as Treasurer and Board Member for the nonprofit Walk the Walk Inc. 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 mix of advisor-managed and firm-managed investment programs, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.