Second Vice President of National Design/Advanced Planning
Listed in numerous sections and editions of Who's Who (including Who's Who in American Law and Who's Who in the World) and member of the American and Connecticut Bar Associations.
BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.
*Licensed, not practicing on behalf of Lincon Financial Advisors Corp.
Donna L. Rowan J.D.*, LL.M., CLU®, CHFC®
Assistant Vice President of National Design
Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.
BA degree in English from State University of New York at Buffalo; J.D. from Western New England College School of Law; LL.M. (Taxation) from Boston University School of Law.
*Licensed, not practicing.
Dianna Parker, CFP®
Director of Planning
Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax reduction and financial planning strategies.
Summa cum laude, Master's degree graduate from Southern Methodist University.
Primary area of expertise is developing key concepts and strategies for the high net worth market.
Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's Annual Estate Planning Forum, GAMA International's LAMP meeting, and numerous technical and internal Lincoln Financial Advisors business management sessions.
Mary T. Young, ChFC®, CRPC, CFP®
Director of Financial Advisory Services
Areas of expertise: Helping to evolve Lincoln Financial Advisors national financial planning process; helping to enhance the proprietary financial software as well as the national plan template and sales themes; and managing the third-party relationships as they relate to the national planning team.
Bachelor's degree from The University of Connecticut, with a major in Finance and a minor in Accounting.
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Securities: California, Florida, Georgia, Indiana, Massachusetts, New Hampshire, New Jersey, New York, Tennessee, Texas, and Wisconsin
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California Insurance License #OH56023
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.