Linda Black | Financial Advisor, Fiduciary
Bio
About the Founder
Linda Black has worked within the financial services industry since 1998 with investment companies as well as securities firms. She has a solid financial foundation, and knowing the industry from the inside out gives her a clear advantage in understanding investment products and contracts.
She frequently lectures on investment and personal finance topics within corporations, organizations and universities.
About the Company
LifeMark Securities Corp. is an ethics-focused national independent broker/dealer, formed in 1983. Consistent with its founders’ philosophy, LifeMark maintains high standards of integrity and has demonstrated this not only in its daily operations, but through its policies and affiliations. As a Fiduciary, your best interest is always the priority.
When thinking about wellbeing, we often focus on financial capital—our savings, assets, and investments. As important as these are, however, it’s important to remember that the long-term best interests of you and your loved ones are built on more than just financial wealth alone. Three other kinds of capital—social, cultural and personal—factor into creating a prosperous, fulfilled life.
Financial planning starts with building trust and understanding. By discussing your objectives, your comfort with risk, and your goals we can establish a plan which allows stability and flexibility.
With a holistic focus, financial planning is about much more than maximizing returns; it’s about creating options and security so that you have the time, resources, and freedom to invest in these other forms of capital.
Client Alignment
My firm aligns very well with clients building wealth as well as retirees putting life-long distribution plans into action. My classes draw many women and men who find themselves planning a retirement without a partner. Suddenly single, many of the decisions and actions taken to reach retirement must be re-examined and modified. My firm is uniquely positioned to travel this journey with you.
My knowledge and experience inside the Federal Employee Benefits arena aid me in helping Federal employees make informed and confident decisions about retiring.
Resources
Schedule a Get to Know Us Meeting
Website, LindajBlack.com
Website, Resources and Documents
Brokercheck: FINRA.org
Broker/Dealer IAR: www.Lifemark.com
Contact Me
Linda J Black
101 Wirt Street SW
Suite 200
Leesburg, VA 20175
703-777-4077
Designations and Awards
A proud recipient of:
❇️ Chartered Financial Counselor (ChFC®)
❇️ Retirement Income Certified Professional (RICP®),
❇️ Global Fiduciary Steward (GFS®),
❇️ Chartered Federal Employee Benefits Consultant (ChFEBC)
Nationally recognized for Ethical Practices in the Financial Services industry
❇️ Vincent Micciche Ethos Award for Outstanding Service and Dedication in Promoting the Highest Ethical Standards in the Financial Services Industry
❇️ Kalinowski Luminary Award for Outstanding Service and Inspirational Leadership in the Financial Services Industry
Volunteering and Community Service
❇️ George Mason University OLLI instructor since 2009
❇️ Building Financial Confidence Education Series Founder