Donald Link, CFP®
Don Link is the founder of Link Financial, LLC and has been in the industry for over 16 years. The group was established upon his departure from Fidelity Investments after more than 12 years. At the time Don Link left Fidelity, he was a Vice President/Senior Account Executive and was responsible for overseeing over $1.5 billion in assets for high networth clients. During that time, Don Link worked with many high level executives and retirees with their planning needs. This included working with them to understand their complex executive compensation packages, strategizing their portfolio, and designing/implementing effective and meaningful income planning strategies. He consistently held one of the highest client satisfaction scores while at Fidelity Investments. This was due to his belief that each and every client is unique, and to develop a meaningful planning strategy, it was imperative to listen to the clients’ needs and ask the additional questions to diver deeper into understanding them. In selecting LPL Financial to serve as the underlying Broker/Dealer, he is able to pull from the vast, independent, resources that are made available to more effectively serve each and every client.