Dianna Parker CFP®
Director of Financial Planning
Dianna is the Interim Executive Director of the Business Intelligence Institute and a national resource at Lincoln Financial. Dianna provides technical support to Family Wealth and Legacy in the areas of financial and business planning.
Dianna Parker CFP has over 30 years as a planner in private practice. Dianna's expertise includes a broad knowledge of complex estate planning, business succession planning and retirement planning concepts. She spends most of her time developing and helping implement creative design ideas that enhance the financial well-being of her clients. Her private practice is chiefly focused on the intricate needs of owners of large, closely-held businesses.
Dianna and the Financial Advisory Team maintain the highest “serve-first” philosophy as it relates to all Lincoln Financial Advisor Corp. (LFA) clients. She is a summa cum laude, Master’s degree graduate from Southern Methodist University. She recently co-authored the financial planning chapter for a book published by the Orthopedic Society, Guide for Women in Orthopedic Surgery and was featured in the book, Financial Services: Women At The Top.
Dianna’s affiliations and accomplishments include:
- Serves on The Resource Group Board, Past Chairman of the Estate and Business Planning Committee; Chairman of the TRG Annual Meeting 2014-present. The Resource Group is an elite LFA group serving the top planners in the country.
- A Prestige Member and Advisory Specialist for Sagemark Private Wealth Services, focusing on planning solutions for ultra-affluent families.
- Serves on the LFA-Sagemark University Committee, Private Wealth Services Education Committee; and serves as a Master CE instructor throughout the country for LFA-related education.
Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.
The Resource Group (TRG) is an invitation-only, nationwide network of the top planners within Lincoln Financial Advisors.
Sagemark Private Wealth Services is an internal Lincoln Financial Network organization of top planners who focus on the high net worth market.