WHAT WE DORedefining Wealth Management Services
Mark became a financial advisor in 2009 straight from school. With little experience and a year removed from the financial crisis he was forced to dive right in and learn a complicated business in a very complicated time. But he studied the industry, learned how to run a business, but most importantly understood it was all about helping his clients. Fast forward 14 years, Mark, with assistance from Nicole and Lynda are helping over 300 clients across 10 states. Our promise to all of our clients remains constant. We will work hard, be transparent and always put you first. Our industry leading technology provides clients with a real time, secure view of their complete financial picture. With the help from Lincoln’s financial planning and investment management teams we are positioned well to serve client’s most basic or comprehensive financial needs.
Mark Soloperto
msoloperto@lincolninvestment.com
Over 14 years I have built a successful, holistic financial services practice. What I love most about being a financial advisor is developing trusted relationships and helping my clients navigate life transitions with financial security and confidence. I began my career at New York Life in Providence, RI helping clients protect their wealth and loved ones. As I transitioned to Lincoln Investment in 2012, I developed a passion and expertise for supporting retirees. I teach a retirement and financial planning class at Bentley University. I partner with women and their families, and particularly those who are newly single or facing life transitions such as divorce, widowhood, and retirement.
When I am not working, I live in Canton with my wife Jennifer and our two beautiful children, Lily and Luca. When I’m not teaching them how to become avid Celtics, Patriots and Red Sox fans, I enjoy playing basketball and golf.
I hold a bachelor's degree in Business Administration from Salve Regina University. In 2023 I was in the WSJ and Boston magazine as I was honored with receiving the 5 star wealth manager award. I also honored by receiving Forbes under 40.
The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC (dba Five Star Professional) annually. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
Nicole Meehan, WMSTM
Senior Registered Associate
Nicole has been in the investment industry for 18 years and came to Lincoln Investment from Morgan Stanley in 2016. She maintains active FINRA Series 7 and 66 registrations, allowing her to fully support clients' investment needs.
Her family is her pride and joy; she is married to Matt and together they have three beautiful children.
Lynda Priddy
Client Service Associate
Lynda joined the team in 2023, handling behind-the-scenes administrative tasks. She earned her degree from Arizona State University and still loves the desert. She is married with two children, and that keeps her heart and schedule full!