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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.
  • BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.

 

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, Sagemark Consulting Private Wealth Services

  • Areas of expertise: Key concepts and strategies for the high net worth market.
  • St. Lawrence University. 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.