Linda M. Loiacono
CFP^®
Planning & Research Strategist Supervisor

I lead the Planning and Research Team. I design a personalized financial plan for you and your family, while helping you choose the appropriate financial products, so your plan works smoothly and evolves with your needs.

I’ve always liked puzzles; each piece is necessary to achieve the outcome you are aiming for. The most difficult part of solving a large puzzle is getting started. My favorite aspect of this job is arranging the pieces and building a strategy for you to work towards the picture on your box. The most rewarding part of my job is taking complicated financial products and making them simple for you to understand.

Overcome. I’m afraid of heights and deep water, but I’ve gone white water rafting, hot air ballooning, parasailing, and snorkeling in the middle of the ocean. I challenge my fears, so I won’t be limited by them. I try to envision other people’s perspectives. For example, I wouldn’t suggest something to you that I wouldn’t recommend for my own mother. This approach keeps me grounded and focused on you and your family, not just the work that I do.