Lincoln Financial Advisors: Florida
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Jacksonville

George Atkinson, CRPC®, RFC, LUTCF

Financial Planner

Phone

904-380-4034

Family:

Susan is my lovely bride of 35+ years. We have two children Fay, a very successful public school teacher and Christopher Sr., a Chief Petty Officer in the US Navy. We are blessed with five grandchildren: Jessica, Brandon, Jacob, Christopher Jr. and Ciera

Career:

  • 1997 Joined the John Hancock Life Insurance Company
  • 1999 Appointed as a Registered Representative with Signator Investors
  • 2000 Moved practice to Lincoln Financial Advisors/Sagemark Consulting
  • 2004 Formed Atkinson and Associates, Inc. a company dedicated to business owners, associated with Lincoln Financial Advisors

Education:

  • 1976 Associates of Arts, Kellogg Community College, Battle Creek, Michigan
  • Bachelor of Arts, Michigan State University, Lansing, Michigan

Professional:

  • 2000 Awarded LUTCF by the faculty of the American College
  • 2005 Awarded RFC by the International Asociation of Registered Financial Consultants
  • 2008 Awarded the Chartered Retirement Planning Counselor - CRPC® designation by the College for Financial Planning

 

Michael A. Cirino, CLU, ChFC®

Financial Planner

Phone

904-380-4023

michaelcirino.com

Since 1984, Mike has specialized in analyzing the most difficult financial problems on both a personal and business level for affluent individuals, successful executives, professionals, and owners of closely-held businesses. He has particular expertise in wealth management including estate preservation and business succession planning.

Mike offers tailored financial planning solutions for individuals and their families with a commitment to excellence while providing in-depth analysis and projections, empowering his clients to make timely, informed decisions about their financial future. As a member of The Resource Group1 and the Business Intelligence Institute2, he has access to a vast network of intellectual capital.

Together with the members of his staff, he has the expertise necessary to help solve complex financial problems, the resources to keep you informed as worldwide economic forces change, and the commitment to provide advice that makes a difference.

Mike is an active member of various professional associations including the American Society of Chartered Life Underwriters and the American Society of Chartered Financial Consultants. Mike earned his BS in Business Administration from Bowling Green State University.

 

1 The Resource Group is an invitation-only, nationwide network of the top 200 financial planners within Lincoln Financial Advisors Corp.
2 The Business Intelligence Institute is a group associated with Lincoln Financial Advisors Corp. that focuses on the needs of business owners.

 

Ira E. Goldfield, CLU, ChFC

Financial Planner

Phone

904.655.7747

Ira E. Goldfield, CLU, ChFC received his Bachelor of Science in Business Administration from The University of Florida in 1964 and served his country for 6 years in the United States Naval Air Reserves.

Mr. Goldfield began his insurance career with Lincoln National Corporation when, in 1966, he joined The Lincoln National Life Insurance Company as Regional Group Claim & Service Manager in Washington, D.C., a position he held until 1974 when he transitioned into the role of Regional Group & Pension Sales Manager before transferring to the company’s Jacksonville Florida office in the same position in 1975.

In 1982, Ira resigned his position to begin a long career with Lincoln Financial Advisors, an affiliate of Lincoln National Corporation, as an agent advising his individual and corporate clients in the fields of life & health insurance, retirement, financial and estate planning. In March 2015, Ira transitioned back to representing The Lincoln National Life Insurance Co. and eliminating advice on financial planning; mutual funds, variable annuities, variable life and other securities based products. Insurance is also offered through Lincoln affiliates and other fine companies.

In 1981 he was awarded the Chartered Life Underwriter (CLU) designation from The American College in Bryn Mawr, PA and later received the Chartered Financial Consultant (ChFC) designation from them in 1988.

Professionally, Mr. Goldfield has been a member of the National Association of Insurance and Financial Advisors since 1976 and the National Association of Health Underwriters since 1999.

Personally, Ira continues to live in Jacksonville Florida with Marilynn, his wife of 52 years. They have two adult children and five grandchildren.

 

Alex Harrison

Financial Planner

Phone

904-380-4015

Alexander P. Harrison has more than 15 years of experience working exclusively with executives, professionals and business owners. The Florida native specializes in estate and gift planning, financial independence, investment planning, employee stock option analysis, wealth accumulation, insurance analysis and business succession planning.

Alex is a graduate of the Coggin College of Business at the University of North Florida, with a Bachelor of Business Administration degree majoring in Financial Services. He has also earned the Registered Financial Consultant (RFC) designation and is an avid student of the business.

Additionally, Alex is a “Prestige Member” of Sagemark Consulting Private Wealth Services (SPWS), a preeminent group of financial planners within Lincoln Financial Advisors Corp., who possess exceptional experience. The “Serve First” philosophy is evident within this group of practitioners. With extensive experience working with large corporations and their executives, Alex’s unique expertise allows him to work closely with advisors and clients around the country.

The Jacksonville, Florida resident is married to Kami and they have two children, Kinley and Maguire. Alex enjoys boating, golf and traveling. The Harrisons can be found most weekends relaxing near the many bodies of water that exist in Northeast Florida.

 

David E. Hudson CFP®, CRPC®

Financial Planner

Phone

904.701.5913

David is a Financial Planner affiliated with Lincoln Financial Advisors and Lincoln Retirement Plan Services. His primary work involves the assembly and review of long range strategies for retirement income and risk management. He and his team work with a broad range of clients around the state of Florida in all phases of their retirement planning.

David joined Lincoln in December of 2015 and brings as part of his practice over 23 years of diverse financial services experience including retail banking, insurance, and investment advising.

In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, he also holds the Chartered Retirement Planning CounselorSM designation as well as being FINRA Series 7 and 66 securities registered and Florida Life, Health and Variable Annuity licensed.

As the son of two military parents he traveled the U.S. growing up and still loves to explore in his free time. He also developed a love of hockey while living in Detroit and can be found most weekends taking part in hockey related activities and playing in multiple adult leagues in the Jacksonville area.

Credentials - Series 7,63, 66 securities registrations.

 

Taylor Lloyd

Private Wealth Advisor

Phone

904-380-4021

taylordlloyd.com

A native Floridian from a big family, Taylor appreciates – above all – the opportunity to help serve the communities that have surrounded him his whole life. He is an active member of various professional associations including Treasurer of Downtown Rotaract club of Rotary International, FSU Alumni Association, and North East Florida Builder’s Association. He earned degrees in Finance and Risk Management Insurance from Florida State University and, as an avid student of the business, is currently taking graduate courses to achieve a certification as a CERTIFIED FINANCIAL PLANNER™.
 
Taylor has particular expertise in financial planning including investment planning, retirement income, and college funding strategies. These, and other financial planning solutions, are tailored specifically to every client. Taylor is committed to providing excellent customer service and in-depth analysis that empowers his clients to make timely, informed decisions about their financial future.

 

James D. Neel

Wealth Planning Advisor

Phone

904-380-4047

James D. Neel has been with the Sagemark Consulting / Lincoln Financial Advisors since 2008. He believes his previous 17 years at Merrill Lynch in various roles were an ideal foundation for his current role of Private Wealth Advisor.

Attention to detail, good listening skills and great empathy are symbols of his appreciation by his clients. James works with his clients to create comprehensive financial plans and provide solutions that help meet their unique needs and objectives. "He is driven and fully committed to serving his clients and building long term relationships". James has built his practice on the principles of integrity, trust and understanding.

James holds an MBA from Jacksonville University. He is FINRA Series 7 & 66 registered and is a licensed Life, Health and Annuities agent. His focus is on helping individuals and business owners make the appropriate decisions in the areas of wealth management, investment management programs, retirement income planning, personal risk management, college funding planning and estate planning.

James is happily married to his lovely wife Pam and has two great children. Away from the business, he enjoys golfing, coaching and spending time with family and friends.