FORT WASHINGTON, Pennsylvania — Sept. 15, 2026
Executive Summary
Lincoln Investment Planning, LLC (Lincoln Investment) has appointed Tara Harkins as Senior Vice President, Marketing, effective August 25, 2026. Harkins will lead the firm’s marketing strategy and organization, with responsibilities spanning brand, digital marketing, practice management and financial professional engagement. The appointment brings more than 20 years of financial services marketing experience to the firm’s leadership as it supports the growth of financial professionals and their practices.
Announcement Overview
Lincoln Investment stated that Harkins will lead marketing initiatives focused on strengthening the firm’s brand, deepening engagement with financial professionals and developing capabilities that support business growth. Her remit includes brand strategy, digital marketing, practice management, communications and business-building resources. She joins Lincoln Investment following marketing leadership roles at Harbor Capital Advisors, Lincoln Financial Network and Voya Financial. The firm stated that Harkins will work across the organization to align marketing with business priorities, strengthen market positioning and create a more connected marketing experience for its financial professionals and their clients.
Key Announcement Details
- Announcement Type: Executive Appointment
- Announcing Entity: Lincoln Investment Planning, LLC
- Appointee: Tara Harkins
- New Role: Senior Vice President, Marketing
- Effective Date: August 25, 2026
- Announcement Date: September 15, 2026
- Dateline: Fort Washington, Pennsylvania
- Primary Focus: Marketing strategy and organization
- Responsibilities: Brand, digital marketing, practice management and financial professional engagement
- Experience: More than 20 years in financial services marketing
- Previous Firms: Harbor Capital Advisors, Lincoln Financial Network and Voya Financial
- Business Focus: Financial professional growth and practice support
- Ownership: Majority family-owned
- Financial Professionals: Approximately 1,000 nationwide
- Client Assets: More than $60 billion
- IBD Elite Ranking: No. 13 independent broker-dealer based on 2025 revenue
- Ranking Study: Financial Planning 2026 IBD Elite
Tara Harkins Appointed Senior Vice President, Marketing
Lincoln Investment Planning, LLC, a full-service broker-dealer and registered investment adviser, announced the appointment of Tara Harkins as Senior Vice President, Marketing, with the appointment effective August 25, 2026.
Harkins will lead the firm’s marketing strategy and organization, with a focus on strengthening the Lincoln Investment brand and increasing engagement with the financial professionals the firm supports.
Her responsibilities will include:
- Brand strategy
- Digital marketing
- Practice management
- Financial professional engagement
- Marketing initiatives supporting business growth
- Financial professional communications
- Business-building resources
The company stated that her work will support the firm’s broader growth strategy while helping financial professionals build and grow their businesses.
Marketing Strategy and Financial Professional Support
In her new role, Harkins will oversee marketing initiatives designed to strengthen how Lincoln Investment supports its financial professionals and their practices.
The firm stated that her focus will include market positioning, practice management resources, business-building support and communications, alongside efforts to create a more connected marketing experience throughout the organization.
Harkins will also work with leaders across Lincoln Investment to connect the firm’s marketing strategy with business priorities and the evolving needs of its financial professionals.
Leadership Commentary
Kathy Leckey, Chief Executive Officer of Lincoln Investment, said:
“Tara understands that great marketing starts with a deep knowledge of business and the people we’re here to serve,”
Leckey added:
“Her experience and perspective will help us strengthen our brand and find new ways to support our financial professionals.”
Harkins’ Financial Services Marketing Experience
Harkins brings more than 20 years of financial services marketing experience to Lincoln Investment.
Her career has included leadership responsibilities across:
- Brand strategy
- Product and channel marketing
- Demand generation
- Digital marketing
- Events
- Financial professional engagement
Before joining Lincoln Investment, Harkins held marketing leadership positions at Harbor Capital Advisors, Lincoln Financial Network and Voya Financial.
Tara Harkins, Senior Vice President, Marketing at Lincoln Investment, said:
“What attracted me to Lincoln Investment is its commitment to giving financial professionals the freedom to build their businesses their way,”
Harkins added:
“I’m excited to build on that foundation and help bring the Lincoln story to life in a way that resonates with our financial professionals and their clients.”
Connecting Marketing With Business Priorities
Lincoln Investment stated that Harkins will work closely with leaders throughout the firm to ensure its marketing strategy remains connected to business priorities and the needs of financial professionals.
Her responsibilities will include:
- Strengthening market positioning
- Expanding practice management and business-building resources
- Enhancing financial professional communications
- Creating a more connected marketing experience across the firm
The company stated that these areas form part of Harkins’ broader mandate to strengthen the firm’s marketing capabilities and support the practices served by Lincoln Investment.
Dan Alexander on Harkins’ Appointment
Dan Alexander, Chief Business Development Officer at Lincoln Investment, said:
“From our first conversations, Tara stood out for the clarity of her thinking, her understanding of the financial professional experience and her belief that marketing should be a true driver of growth,”
Alexander added:
“She brings the leadership, experience and fresh perspective to elevate Lincoln’s brand and strengthen how we engage with and support our financial professionals. I’m thrilled to welcome Tara to Lincoln and confident she will make a meaningful, lasting impact.”
Lincoln Investment’s Business and Industry Position
Lincoln Investment stated that it is majority family-owned and supports financial professionals through investment solutions, technology and business support designed to provide flexibility and freedom in building their practices.
The firm also noted that Financial Planning’s 2026 IBD Elite study ranked Lincoln Investment No. 13 among independent broker-dealers based on 2025 revenue.
The ranking was issued August 20, 2026, and the annual IBD Elite study contains data on 37 firms and their 2025 revenue, as reported by the firms themselves.
According to the information provided with the announcement:
- Working with an award winner is no guarantee of future financial success.
- Individuals should conduct their own evaluation.
- Firms do not pay a fee to Financial Planning for inclusion in the IBD Elite ranking.
- Firms may pay for advertising rights.
The ranking source identified in the announcement is Financial Planning, which provides news and analysis for financial advisors and wealth managers, including coverage intended to help them navigate industry trends and grow their practices.
About Lincoln Investment
Lincoln Investment is a leading broker-dealer and registered investment adviser with more than 57 years of industry leadership and experience delivering investment strategies.
- Financial professionals: Approximately 1,000 nationwide
- Client assets: More than $60 billion
- Ownership: Majority family-owned
- Core support: Investment solutions, technology and business support
- Business model: Supporting financial professionals in building their practices with flexibility and freedom
Media Contact
For additional information, visit lincolninvestment.com.
Source Attribution
Source: Company announcement
