Resource Team

Timothy S. Johnson, J.D., CRPC®

Chief Investment Strategist

  • Areas of expertise include fixed income, equity allocations, alternative investments, and affluent wealth management.
  • B.A. in Political Science from Lipscomb University and J.D. degree from Vanderbilt University School of Law. Holds a Series 7 registration.

 

Robert E. Appel, J.D., LL.M., M.B.A.

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.
  • B.S. degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; M.B.A. (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.

 

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

Director of Financial Advisory Services

  • Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. B.S. degree in Finance from the University of Maryland.
  • Member of the Association of Investment Management and Research and the Baltimore Security Analysts Society. Published an article in the Encyclopedia of World Terrorism entitled “The Impact of 9/11 on the Global Economy.”

 

Rich E. Austin, J.D., L.L.M., CRPC®

Director of Financial Advisory Services

  • Primary area of expertise: advising high net worth clients, with an average net worth over $10 million, on investment, estate, charitable, and business ownership planning alternatives.
  • Has conducted seminars for financial professionals, served on advisory boards, created computer models to calculate tax implications, and authored articles on tax strategies.

 

D. Wiley Moody

Director of Financial Planning

D. Wiley Moody joined Lincoln Financial Advisors in May of 2004, where he began his work in the areas of planning and operations. Wiley studied under Tim Johnson, Chief Investment Strategist for Lincoln Financial Advisors, and was promoted to Director of Financial Planning in 2009. Currently, Wiley services clients all over the United States in the high net worth marketplace, and assists in managing over $8 billion of assets.

Additionally, Wiley is a member of the Investment Policy Committee, and is one of the forefront individuals involved with Lincoln’s Steering List Committee. He is deeply involved in various other committees that help our planners further their knowledge of the industry as a whole and keep up-to-date on trends and movement in the markets.
 

 

Russell G. Jones

Executive Director of Private Wealth Services

  • 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 business management sessions.