Charles Lincoln

Background

About Charles Lincoln

Charles has been in the investment industry since 1986 and focuses on Corporate Qualified and Non-Qualified Retirement Plans, Governmental Retirement Plans, Foundation and Individual investment services. Morgan Stanley has designated Charles as a Corporate Retirement Director and a Government Entity Specialist. Charles has earned the "Senior Investment Management Consultant" title. The stringent standards of experience, education and compliance associated with the Consulting Group at Morgan Stanley means Charles is educated in money manager search and selection, setting client investment objectives as well as ongoing manager evaluation. He has earned the “Chartered Retirement Plans Specialist℠”(CRPS®) designation from the College of Financial Planning, and the “Qualified Plan Financial Consultant” (QPFC) designation from the National Association of Plan Advisors. He is a member of the Association of Professional Investment Consultants (APIC), the American Society of Pension Professionals & Actuaries (ASPPA) and National Association of Plan Advisors (NAPA). Charles graduated from Hendrix College with a B.A in Business (Economics & Accounting). He also earned a Juris Doctor (J.D.) from the University of Arkansas School of Law and a Master of Laws in Taxation (LLM Taxation) from the University of Miami School of Law.