Teresa Marie Fitzgerald

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 11/2016
  Massmutual Life Insurance Company
  Chicago, IL
• 05/2014 → 11/2017
  Mml Investors Services Llc
  Chicago, IL
• 12/2017 → 09/2020
  Hornor Townsend & Kent Inc
  Chicago, IL
• 11/2017 → 09/2020
  Penn Mutual Life Insurance Company
  Chicago, IL
• 12/2020 → 01/2023
  Mml Investors Services, Llc
  Atlanta, GA
• 10/2020 → 01/2023
  Massmutual Life Insurance Company
  Atlanta, GA
• 01/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 10/2020 → 04/2022
  Mass Mutual Life Insurance Company
  Atlanta, GA
• 11/2016 → 11/2017
  Mass Mutual Life Insurance Company
  Chicago, IL
• 08/2019 → 09/2020
  Penn Mutual Life Insurance Company
  Chicago, IL
• 11/2017 → 08/2019
  Penn Mutual Life Insurance Company
  Chicago, IL
• 05/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 05/2023 → Present
  Capital Analysts
  Fort Washington, PA

Other Businesses

TMF LEGACY ENTERPRISES, INC. DBA HAPPINESS WITH FINANCE POSITION: Founder, Owner NATURE: Sales Coaching & Leadership Development Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 5 START DATE: 06/22/2022 ADDRESS: 259 Hwy 74 N, #2, Peachtree City GA 30269, United States DESCRIPTION: Business coaching and development to sales professionals. TMF LEGACY ENTERPRISES, INC. DBA AFFINITY PLANNING PARTNERS POSITION: Founder, Owner, Agent NATURE: Financial Services & Insurance Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 96 START DATE: 01/20/2023 ADDRESS: 259 Hwy 74 N, Suite #200, Peachtree City GA 30269, United States DESCRIPTION: Client meetings, recommendations. Insurance sales I3INSPIRE POSITION: Co-Founder NATURE: Podcast, interviewing entrepreneurs of all tenure, experience and across industries. Providing resources and connecting entrepreneurs to strategies and dynamic best practices. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2024 ADDRESS: 228 Legacy Ln, Newnan GA 30265, United States DESCRIPTION: Podcast, interviewing entrepreneurs of all tenure, experience and across industries. Providing resources and connecting entrepreneurs to strategies and dynamic best practices. No investment/financial advice given or provided. Italian Sons and Daughters of Italy - Peachtree City Lodge:  Buoni Amici Position: Trustee, activities Nature: Italian traditions, community, networking Investment Related: No Hours: 3 Securities Trading Hours: 0 Start Date: 12/14/2025 Address: Peachtree City, GA 30269 Description: Organizing events, activities and overall community relationships with members.  There is no investment advice provided or check writing or banking access from me.   No solicitation of donations.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-10
• S63 Uniform Securities Agent State Law Examination
  2010-02-17

Other Names

• Teresa Mcguire
• Teresa M Mcguire