Company: Lincoln National Corporation
Location: Glastonbury, CT
Glastonbury, Connecticut | November 2, 2010 | David C. Grimaldi, MBA, CFP, Financial Planner for Lincoln National Corporation, has been recognized by Elite American Executives for his dedication, leadership, and achievements in all aspects of financial service.
Mr. Grimaldi’s expertise includes finding solutions to complex financial challenges with a disciplined, goal-oriented approach. He also has vast experience in retirement consultation and estate planning services. Dedicated to helping people plan their financial goals, Mr. Grimaldi communicates and educates his clients. He identifies his clients’ financial needs based on their wealth, income objectives, risk tolerance, available time frame and other factors. He also works conjointly with his client’s CPA or attorney to translate the best financial goals in terms that the client can understand. He also provides his clients with the information and tools to protect them from identity theft. He listens to his clients and never tries to force them to purchase a product that does not suit their needs; he is there to help families and business owners control their financial challenges. He attributes his success in his over 30 year career to his mentors and teachers who held high moral standards for him to follow.
A certified financial planner, Mr. Grimaldi earned a Master of Business Administration from the University of Hartford and ha Bachelor of Arts in finance from American International College. He is a former member of the Hartford Jaycees and was honored as Jaycee of the Year. His greatest benefit of his position is having the opportunity to watch as a client realizes he has developed a solution that fits their needs. With hard work, patience, and a dedication to listening to the client’s needs, Mr. Grimaldi has achieved success.
Lincoln National Corporation is a nationally recognized, full-service financial services enterprise under the marketing name, Lincoln Financial Group. Mr. Grimaldi’s firm in Glastonbury has been recognized as one of the top financial firms in the country by Forbes Magazine. For more information please visit the Lincoln National Corporation website, http://www.lfg.com.
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