Lincoln Financial Advisors: Florida
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Boca Raton

Thomas J. Alten, CFP®, LUTCF

Financial Planner

Phone

561.869.6422

Tom graduated from Mount Union College in Alliance, Ohio with a bachelor's degree in business and management. After 2 years as an accountant, Tom decided to begin a financial services career. He has been serving the public as a financial advisor since 1984.

Tom continued his education and added The Life Underwriting Training Council designation in 1994 and the CERTIFIED FINANCIAL PLANNER™ certification in 1995.

Although Tom offers a wide range of financial planning services  He specializes in retirement income and investment planning for retirees. Tom's goal is to develop strategies to help his clients towards achieving their financial goals.

 

 

 

Charles W. Brown, Jr.

Financial Planner

Phone

561.869.6425

Charles W. Brown, Jr.has worked in the financial services industry for over 25 years, helping people towards achieving financial independence and security. He has earned a Bachelor of Science in Business Administration from Villanova University in Villanova, Pennsylvania in 1978. My wife, Deborah, and I have been married for 38 years. Debbie has a doctorate degree in Business from Temple University and puts that degree to excellent use these days on the golf course regularly. I have two sons, the oldest, Arie, has begun his career in the actuarial science field following graduation from the University of Florida in 2013. (Go Gators!) His younger brother, Alec, is a junior in high school where he plays quarterback for the football team and pitches and plays infield for the baseball team. In my leisure time I enjoy watching sports and attempting to outplay my wife at golf.

 

 

 

Tom Bulloch

Financial Planner

Phone

239-566-9001

Tom graduated from the University of Manitoba, Winnipeg, Canada, in 1973 with a degree in economics, and went on to do graduate work in the Business School, MBA program.

Tom is one of the leading estate planners in the Lincoln Financial Advisors organization nationwide, with more than 35 years of assisting families with their estate planning, from tax reduction to charitable strategies.

Tom is active in the Naples community as past president of the American Heart Association, Collier County and chairman of the board of the Collier County Chapter of the American Red Cross and more recently the Board of the Naples Zoo. As past chair of the Estate and Business Planning Committee of the Resource Group, a group of top planners within Lincoln Financial Advisors, he was responsible for Sagemark’s presence at the Annual Heckerling Institute on Estate Planning.

Tom is Argentére for the Commanderie de Bordeaux á Naples and a Chevalier du Tastevin.

Tom and Lynda, his wife of 44 years, have two sons, both graduates of the University of Florida and two grandsons. They divide their time between their homes in Naples and the French Alps.

 

Tom Bulloch is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment adivsory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. CRN-1647895-111816

 

Paul W. Carman

Private Wealth Advisor

Phone

561.869.6447

With over 35 years of experience in estate and financial planning, Paul has developed his practice with a focus on wealth preservation, paying particular attention to estate, retirement and investment planning for high net worth individuals. His comprehensive holistic approach to financal planning allows him to observe the client's entire financial picture from an overhead vantage point and make recommendations that help navigate the complexeties associated with wealth.

Active in the local community, Paul has served as President of the Boca Raton Museum of Art, Chairman of the Boca Raton Airport Authority, President of the Boca Raton Roundtable, Chairman of the Excalibur Society at Lynn University, Chairman of the Federation of Boca Raton Homeowner Associations, President of the Bel Marra Homeowner Association,Treasurer of the Centre for the Arts in Mizner Park and board member of the Palm Beach Roundtable as well as the treasurer of the Tri County Animal Rescue. He is also an active member of the East Coast Economic Roundtable and the Navy League of the Palm Beaches.

Paul is a graduate of the Williston Northampton School and Emory University, and divides his time between his homes in Boca Raton and the Berkshires of Western Massachusetts.

 

Paul W. Carman is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. CRN-1712901-021617

 

Alejandro Jerez

Financial Planner

Phone

561.869.6434

Alejandro joined Lincoln Financial Advisors in 2012. He is committed to offering customized solutions for his clients based on their unique circumstances to help them towards meeting their financial goals. He firmly believes in providing diligent service and educating his clients for better involvement in the decision-making process.

Alejandro graduated Magna Cum Laude from the University of Pennsylvania’s Wharton School of Business with a Bachelor of Science degree in Economics with Concentrations in Finance and Marketing. He holds the FINRA Series 7 and 66 securities registrations and is licensed for Life, Health and Annuities.

Alejandro was born in Santiago, Chile and currently resides in Miami, FL. His hobbies include basketball, tennis, travel, and spending time with family. He also speaks Spanish fluently.

 

 

 

 

Richard Karp

Wealth Planning Advisor

Phone

561.869.6455

Since 1988, Richard has spent his entire 28 year professional career as a financial advisor and professional equities trader. This experience leaves Richard well prepared to identify emerging opportunities and long term trends, and to manage risk in today’s volatile and uncertain markets. He is passionate about helping his clients with their financial planning efforts. Richard recently joined Lincoln Financial Advisors in order to leverage the outstanding financial planning resources that Lincoln has to offer. Whether its asset allocation, retirement income planning, strategies for small business owners, or social security optimization, Richard and his team at Lincoln has the skills and passion to deliver meaningful solutions to clients.

Richard graduated in 1986 from Bucknell University with a degree in management and finance. He and his wife Julie have 5 grown children between the two of them. When he’s not analyzing stock charts or financial plans, Richard can be found on the golf course or ski slopes, or relaxing on the beach in sunny South Florida.

CRN: 1722002-022817

 

Jeffrey Marchitto

Private Wealth Advisor

Phone

561-869-6427

Jeff joined Lincoln Financial Advisors in 2016, and brings over 19 years of financial services knowledge and experience to the firm. Jeff consults his clients in various areas of wealth management and investment services, including portfolio design and asset allocation, retirement and income planning, estate planning consultation, business succession strategies, and related insurance services for higher net worth families.

Previous to Lincoln Financial, Jeff was an Associate Director at Oppenheimer & Co. where he served his wealth management clients for more than 11 years, and was recognized as an Oppenheimer Round Table recipient. Jeff also spent over 4 years as a Financial Advisor with Morgan Stanley, and started his career in commodities in 1997.

Jeff sincerely loves his client family, and considers himself blessed to have been able to build such deep and personal relationships with his clients over the years. He prides himself on providing first class service and having a true desire to serve others first!

A graduate of Florida Southern College with a B.S. in Political Science, Jeff was also Captain of the Florida Southern Moccasins Baseball Team. Jeff was a pre-season All-American and pitched in 2 different College World Series before spending a short time in professional baseball.

Jeff is an identical twin, and a 36-year resident of South Florida. In his free time he enjoys staying fit, riding his Harley-Davidson, golf, travel and wine collecting. Jeff and his fiancé Lana reside in Fort Lauderdale.

 

Jeffrey Marchitto is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a brokerdealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-1835857-062917
 

Major D. Marks, CLU, ChFC

Private Wealth Advisor

Phone

561.869.6420

Major has 40 years of experience in the Financial Services Industry creating financial plans for clients as a road map to follow to help toward achieving their goals. He is an investment advisor representative and works with professionals, business owners and retirees.

Major is a graduate of the University of Pennsylvania as an English Literature major with a Bachelors of Science in Arts degree. Major also took courses at the Wharton School of Business as well as attaining the designation of Chartered Life Underwriter and Chartered Financial Consultant from the American College.

Major was a Life and Qualifying Member of the Million Dollar Roundtable and in their Honor Roll for 15 consecutive years.

Major’s goal is to continue to grow and learn each day. This will enable him to be of greater value to his clients.

CRN-1752562-040417

 

 

Janet L. Munce, CFP®, CLU

Financial Planner

Phone

561.869.6430

Janet has been with Lincoln Financial Advisors since 1995 specializing in financial planning for wealth-accumulators and income planning for retirees. She believes in the principal of educating clients about financial concepts to make a unified decision about investment and planning strategies. Her work begins in understanding her clients’ current situation and goals to establish a financial plan which coordinates all assets and strategies employed. A close relationship is formed between planner and client throughout the life of the financial plan.

Prior to joining Lincoln Financial Advisors, Janet was Vice President of Securities Research and Management, Inc., a money management firm in Fort Lauderdale. She graduated Magna Cum Laude from Florida State University in 1987 with a Bachelor of Science degree in Business Administration with a minor in computer science. She obtained her CERTIFIED FINANCIAL PLANNER™ (CFP) Certification in 1994 and her Chartered Life Underwriter (CLU) designation in 2006.

Janet lives in Parkland with her husband. She enjoys spending time with her husband on their boat and in her spare time loves baking and walking. Her youngest daughter is currently attending The University of North Florida.

Janet L. Munce is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-1727224-030617

 

Michael Sullum, CRPC®

Financial Planner

Phone

561.869.6438

Michael has more than 14 years of experience in the securities industry ranging from working as a top proprietary trader with E*TRADE Financial to his current position at Lincoln Financial Advisors helping families, retirees, executives, and other professionals with their financial planning needs. Michael is deeply focused on catering to each of his clients' unique needs and providing solutions that are directly aligned with their financial goals. Whether it is in-depth estate planning, diversified investment portfolio analysis and implementation, or basic life insurance, long-term care insurance, or disability income insurance, Michael strives to bring solutions to his client’s needs. He takes great pride in providing a much higher level of service than people expect.

He holds the FINRA Series 7, 65, 63, and 55 securities registations along with his life, health, and annuities license. Michael also holds and maintains the CRPC® (Chartered Retirement Planning CounselorSM) designation.

Originally from Scranton, Pennsylvania, Michael moved on to graduate from the University of Delaware with a Bachelors of Science in Business Administration. He then worked outside of Manhattan as a proprietary trader before his final move to Boynton Beach, FL over 12 years ago. Michael, his wife Jennifer, and their children Carson and Sarah are avid fishermen who love the outdoors, sports and spending time with their family.