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Bill Buckley, CFP®

Bill Buckley, CFP®

Director of Planning

As a member of Lincoln Financial Advisors National Planning Department since 2003, Bill serves as our primary resource to produce and co-design complex comprehensive financial plans for our clients. In addition, Bill is an Advisory Specialist for Lincoln Financial Advisors, providing financial planning support, and serves on the Estate Planning and Charitable Planning committees for the Lincoln Financial Advisors National Planning Department.

Bill holds a Bachelor of Science degree from Texas A&M University and currently holds the Series 6, 7, 63, and 65 registrations
through FINRA, as well as a Life and Health license through the Texas Department of Insurance.