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David Lincoln, Managing Partner, Chief Investment Officer, Moneco Advisors Fairfield, CT

Dave Lincoln

MSFS, ChFC, CLU, RICP*, CFP®
Partner
  • 203.319.3550
Get to Know Dave…
Favorite part about working at Moneco:
In a few words, congeniality with peers.
Favorite thing to do outside of work:
I enjoy saltwater fly fishing, as well as reading history.

Favorites

Quotation: “I am a belt and suspenders type investor,” said by a former specialist who is now a client.
Vacation Destination: Cape Cod
TV Show or Movie: “HoneyMooners”
Band or Music: Hard Rock
Sports Teams: Giants, Yankees, and Boston College sports

David is a CERTIFIED FINANCIAL PLANNER™ Professional, a Chartered Financial Consultant, a Chartered Life Underwriter, and has earned the Retirement Income Certified Professional Designation.

Experience:
Prior to joining Moneco, David built a distinguished career in the financial services industry. He began at Paine Webber in 1978 and went on to establish his own Fairfield-based financial services firm in 1987. David joined Moneco in 2006. With his numerous degrees and distinctions, he brings unmatched technical and market knowledge to the table – serving as the Chief Investment Officer at Moneco.
Education & Certifications:
He earned his undergraduate degree from Boston College and a Master of Science in Financial Services from the American College. He holds the General Securities Representative (Series 7) and the Uniform Securities Agent State Law Examination (Series 63) through LPL Financial, as well as the Uniform Investment Adviser Law Examination (Series 65) through Moneco Advisors.
Personal:
Recently David was recognized for his efforts in the Financial Planning Association’s Pro Bono program offering support and advice to families affected by the 9/11 tragedy. David lives in Fairfield, Connecticut with his wife Betsy and three children, David, Taylor, and Michael.

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