Anthony McDavid has 10 years of financial advisory experience. He joined Lincoln Financial Advisors in 2016 to enhance his financial planning capabilities for his clients. In addition to financial planning, Anthony has extensive experience in investment management programs, wealth accumulation, and insurance protection in the areas of Life Insurance and Disability Income Insurance.
Anthony’s practice is focused on helping successful families and small business owners towards achieving financial independence and security. He helps clients achieve this through a thorough fact finding process and needs-based solutions. He is a registered representative and investment advisor representative of Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor, and has his MBA and his FINRA series 6 and 63 securities registrations.
Anthony resides in Avon with his wife, Marcella, daughter and son, Scarlett and James. While not working, Anthony enjoys basketball, golf, yoga, tennis, and reading.