LINCOLN FINANCIAL SECURITIES - Key Persons

John Barone

Lisa Fazio

Job Titles:
  • Administrative Assistant
  • Office Manager
  • Administrative Assistant With Jefferson Financial Group
Lisa Fazio started as an Administrative Assistant with Jefferson Financial Group in 2005 and now also acts as Office Manager. An essential member of our team, Lisa serves as the main point of contact for client services. In addition, she is responsible for business processing and tracking of financial transactions. Lisa has been happily married since 1991 and is a proud mother of two adult sons. In her spare time, she enjoys walking her dog, reading, cooking, and playing with her young grandson.

Nathan Woods

Job Titles:
  • Managing Partner With Jefferson Financial Group
Nathan Woods is a managing partner with Jefferson Financial Group and has obtained his Certified Financial Planner™ designation. The CFP® designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning. Nathan is also required to uphold the CFP Board's Standards of Professional Conduct, which are rigorously enforced. As a CFP® professional, Nathan believes in a holistic financial planning approach. He begins by learning a client's goals and objectives, working with the client to gather necessary data for a comprehensive analysis and evaluation of possible solutions. Each client is presented with a personalized financial plan, along with alternative options. Nathan believes in providing a high level of service, which includes frequently meeting with the client to review their financial plan and discuss any possible changes. A native of Pittsburgh, Nathan graduated from Pennsylvania State University in 2009. In addition to the CFP® certification, Nathan holds his securities licenses (Series 7, Series 66) and his Pennsylvania insurance license. He is a Registered Representative with Lincoln Financial Securities Corporation, Member SIPC. Through his many professional affiliations, Nathan frequently attends monitored continuing education courses focusing on the latest financial planning topics. Nathan and his wife, Allison, are the proud parents of two young boys. Securities and Advisory Services for Nathan Woods, Investment Advisory Representative, are offered through Lincoln Financial Securities Corporation, Member SIPC Securities offered to residents of AZ, CA, DC, FL, GA, IL, IN, KY, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, VA, WA & WV. Advisory services offered to residents of PA. Jefferson Financial Group and Lincoln Financial Securities Corporation are not affiliated. Insurance offered through Lincoln affiliates and other fine companies. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact or Nathan. Lincoln Financial Securities and its representatives do not offer tax or legal advcie. Individuals should consult their tax or legal professional regarding their specific circumstances. LFS-3427185-012821