Laura Lincoln is an Investment Officer at Coastline Trust Company. In this role, she focuses on providing holistic investment advice to high‐net‐worth clients. She is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of wealth management services including financial planning and wealth strategies for individuals, families and foundations. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, she supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs.
Laura is a Certified Financial Planner (CFP®)
Personally, Laura enjoys running, reading, and volunteering for the Tri County Community Action Agency.
Education:
Bachelor’s degree from California State University San Marcos
Direct Phone Number: 401-808-6003