LINCOLN - Key Persons
Bill has been in the financial services industry since 1987. Early in his career he began to focus on the financial needs in the 403(b) marketplace and has spent most of his time assisting the faculty and staff of UT Southwestern Medical School, UT Arlington and UT Dallas with their financial and retirement planning needs.
In addition to providing financial services to the 403(b) marketplace, Bill has worked extensively with business owners in the 401(k) arena to provide the solutions to their employee benefits' needs. Bill joined Lincoln Financial Advisors in 1998 and has been a guest speaker at numerous financial planning seminars.
Job Titles:
- Financial in 2011 As an Investment Support Specialist
- Registered Representative
Peter joined Lincoln Financial in 2011 as an investment support specialist. With a liking to math and his attention to detail, Peter quickly realized he had a passion for the financial services industry.
Peter has been actively dedicated to the 403(b) marketplace, specifically serving faculty and staff members to develop sound retirement plans at several Universities in the Dallas/Fort Worth area. He experiences a sense of fulfillment from educating participants on their retirement benefits and strongly believes in the importance for everyone to understand their investments.
Peter has been under the mentorship of Bill Porterfield for the past 10 years. He currently holds a series 6, 63 and life and health licenses.
Job Titles:
- Chief Investment Strategist
Areas of expertise include fixed income, equity allocations, alternative investments, and affluent wealth management.