Broker Check

Our National Team

Nasser Ali, CFA, CFP®, AAMS, CMFC, CRPC

Director of Financial Advisory Services

With a Bachelor of Science degree in Finance from the University of Maryland, Nasser Ali gained experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million.  He is a member of the Association of Investment Management and Research, as well as the Baltimore Security Analysts Society.  Mr. Ali also published an article in the Encyclopedia of World Terrorism entitled, “The Impact of 9/11 on the Global Economy.”

 

Robert E. Appel, J.D.*, LL.M., MBA

Second Vice President of National Design/Advanced Planning

Robert E. Appel is listed in numerous sections and editions of Who’s Who (including Who’s Who in American Law and Who’s Who in the World), as well as a member of the American and Connecticut Bar Associations. He holds a bachelor’s degree in accounting and finance from Central Connecticut State University, J.D. degree from the University of Bridgeport School of Law, a master’s in finance from the University of Connecticut, and LL.M. (Taxation) degree from Boston University School of Law. 

* Licensed, not practicing.

 

Timothy S. Johnson, J.D.*, CRPC

Chief Investment Strategist

Timothy Johnson’s areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.  He has a bachelor’s in political science from Lipscomb University and a graduate from Vanderbilt University School of Law.  Mr. Johnson also holds a Series 7 registration.

* Not practicing.

 

Russell G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

Russell Jones’s primary area of expertise is developing key concepts and strategies for the high net worth market.  He is the main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Foundation’s Annual Estate Planning Forum, GAMA International’s LAMP meeting, and numerous technical and internal Lincoln business management sessions.

 


Barbara Patton

JD*, CRPC - Director of Planning

Barbara began her career with Lincoln Financial Advisors (LFA) in 2001 in the Pittsburgh RPO.  She relocated to Florida in 2004 and joined the South Florida RPO as a Director of Planning.  As part of her role in LFA, she is responsible for developing, designing and implementing financial planning on a national level.  Her focus is on advanced estate planning, business succession and wealth preservation strategies.  As a member of Sagemark Consulting Private Wealth Services, she assists in national training and coaching.  Barbara is a frequent speaker and contributor to LFA conferences and forums.

Barbara is a graduate of the University of Delaware (BA), Wilmington University (MS) and Duquesne University School of Law.  She has court admissions in Pennsylvania and New Jersey and is a member of the Pennsylvania Bar.  Barbara holds the NASD Series 7, 24 and 66 registrations and is licensed by the State of Florida for Life, Health and Annuities.

Originally from Wilmington, DE, Barbara currently resides in Boynton Beach, FL.  She remains active in her community and holds various committee and board positions.

* Licensed, not practicing.

Jeffrey P. Trombetta, CIMA ®, CRPC, CFP ®

Director of Planning

Jeff has twenty years of experience in financial planning and investment management, and a long career with Sagemark Consulting and Lincoln Financial Advisors. His areas of expertise include portfolio analysis, comprehensive planning, and investment implementation design.  His planning emphasizes client education and account mapping and modeling. Jeff’s work reflects the belief that financial planning is as much about a person’s values as their money.  He focuses on protecting individuals’ purchasing power as he projects income needs for long-term planning.  He customizes retirement plans for each situation utilizing tools and techniques that help manage taxes, market volatility, and risk.  Jeff’s credits include serving as a resource to Marshall Loeb on his CBS MarketWatch personal finance column.  He has been a featured speaker for the Society of Financial Service Providers, and has been included in Strathmore’s Who’s Who for financial planning. He graduated with a BS in Business Administration with a concentration in Finance from the State University of New York at Binghamton.