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Don Wesley Adwell is listed as Investment Adviser Representative, Registered Representative, AIF® at Lincoln Investment, a company with 577 employees, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a work email signal at lincolninvestment.com and a matched LinkedIn profile for Don Wesley Adwell.
Don Wesley Adwell previously worked as Retired Fire Captain at Tampa Fire Rescue, City Of Tampa and Fire Control Technician FC2 at Us Navy. Don Wesley Adwell studied at Hillsborough Community College.
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AeroLeads found 2 current-domain work email signals for Don Wesley Adwell. Compare company email patterns before reaching out.
I specialize in helping City of Tampa Firefighters & Police officers and their families with their benefits and retirement planning. I served the citizens of Tampa for 30 years as a Fire Captain and Paramedic with Tampa Fire Rescue before retiring in 2017. As a former elected Pension Trustee for Tampa's Fire & Police Pension fund, I learned the fundamentals of a long-term approach to investing and share that philosophy. I help my clients develop a personalized strategy with their DROP, deferred compensation, and buyout to provide additional future income in retirement. I also currently serve as a Trustee on the Tampa Firefighters' and Police Officers' Employees' Health Plan. I understand Tampa's F & P pension and benefits thoroughly as I have the same ones. I am certified as an Accredited Investment Fiduciary, AIF® and make decisions based solely on the best interests of my clients. * Customized Retirement Counseling * DROP Planning & Rollovers * 457(b) savings plan reviews* Small Business plans - Solo(k), SEP, and SIMPLE plans* Roth IRA's & Traditional IRA's* Tax-Managed Investment Accounts* Educational 529 savings plans.* ABLE plans for special needsContact me if you have questions on your benefits or with any of the above. If I can't help you, I'll try to refer you to someone who can. wadwell@westcoastfinancial.com.
Listed skills include Fixed Annuities, 401K, Firefighting, Series 6, and 46 others.
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A career timeline built from the work history available for this profile.
West Coast Financial Group Tampa / Lutz, FL
Series 65, Series 6, Accredited Investment Fiduciary, AIF®, FL Variable Annuity Insurance License,Advisory services offered through Capitol Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC, www.lincolninvestment.com. West Coast Financial Group and the above.
Tampa
Retired Truck Company Officer, Engine Company Officer, Rescue Lieutenant, Paramedic Field Training Officer, Critical Care Paramedic, Firefighter - 29 years and 10 months. Former Trustee & Vice Chairman for City of Tampa's Fire & Police Pension Fund, Former Certified Public Pension Trustee with FPPTA
USS Morton DD-948 Pearl Harbor, HI.USS Elliot DD-967 San Diego, CAWest-Pac 1982West-Pac 1983
Other employees you can reach at lincolninvestment.com. View company contacts for 577 employees →
Steven Meade
Colleague at Lincoln Investment
Philadelphia, Pennsylvania, United States, United States
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NA
Nick Avsec
Colleague at Lincoln Investment
West Palm Beach, Florida, United States, United States
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KW
Kimberly Walker Tursi
Colleague at Lincoln Investment
Port St Lucie, Florida, United States, United States
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KP
Kyleigh Petrella
Colleague at Lincoln Investment
Norristown, Pennsylvania, United States, United States
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DP
Deborah Powell
Colleague at Lincoln Investment
Philadelphia, Pennsylvania, United States, United States
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SC
Shane Cooper
Colleague at Lincoln Investment
Los Angeles County, California, United States, United States
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PR
Pedro Rangel
Colleague at Lincoln Investment
Philadelphia, Pennsylvania, United States, United States
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DL
Denise Lacause
Colleague at Lincoln Investment
Greater Boston, United States
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CW
Christopher Waterhouse
Colleague at Lincoln Investment
Hampstead, New Hampshire, United States, United States
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BN
Bryan Nugent
Colleague at Lincoln Investment
Abington, Pennsylvania, United States, United States
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Quick answers generated from the profile data available on this page.
Don Wesley Adwell works for Lincoln Investment.
Don Wesley Adwell is listed as Investment Adviser Representative, Registered Representative, AIF® at Lincoln Investment.
AeroLeads has found 2 work email signals at @lincolninvestment.com for Don Wesley Adwell at Lincoln Investment.
Don Wesley Adwell is based in Greater Tampa Bay Area, United States, United States while working with Lincoln Investment.
Don Wesley Adwell has worked for Lincoln Investment, Tampa Fire Rescue, City Of Tampa, and Us Navy.
Don Wesley Adwell's colleagues at Lincoln Investment include Steven Meade, Nick Avsec, Kimberly Walker Tursi, Kyleigh Petrella, and Deborah Powell.
You can use AeroLeads to view verified contact signals for Don Wesley Adwell at Lincoln Investment, including work email, phone, and LinkedIn data when available.
Don Wesley Adwell studied at Hillsborough Community College.
Don Wesley Adwell is listed with skills including Fixed Annuities, 401K, Firefighting, Series 6, Retirement Planning, Mutual Funds, Roth Ira, and Sep Ira.
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