Commonwealth Financial Network
Will Salazar is a skilled financial professional with extensive experience in client services coordination and financial planning. Currently serving as a Client Services Coordinator at Lincoln Investment since October 2022, Will previously worked at Concord Wealth Management from October 2019 to May 2022, where responsibilities included establishing long-term financial goals for clients, emphasizing retirement planning, education funding, and asset protection. Will holds a Graduate Certificate in Accounting and Finance from Southern New Hampshire University and is a candidate for a Master of Science in Accounting. Will also earned a Bachelor of Business Administration from Florida State University.
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Commonwealth Financial Network
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Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. *As of 12/31/2021