Sagemark Consulting Private Wealth Services Team
RUSSELL G. JONES
Executive Director, Sagemark Consulting Private Wealth Services
Primary area of expertise is developing key concepts and strategies for the high net worth market.
Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's Annual Estate Planning Forum, GAMA International's LAMP meeting, and numerous technical and internal Lincoln business management sessions.
DOUGLAS B. RICHMOND
Director, Sagemark Consulting Private Wealth Services
Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.
Experienced in developing relationships with property and casualty, private banking and stock brokerage representatives, as well as catering to the needs of business owners and individuals who want to address their wealth preservation and estate planning needs.
WILLIAM D. WRIGHT
Director, Sagemark Consulting Private Wealth Services
Specializes in comprehensive estate and business succession planning for clients. He served as Managing Principal for the entire Northern New York Regional Planning Office. He now works on developing advanced coaching and training concepts for planners in the high net worth marketplace.
Bachelors degree in Organizational Management from the State University of New York at Buffalo. As a Registered Securities Principal (RSP) Bill holds Series 6, 7, 63 and 24 security registrations.
LESLIE C. MARINARO
Coordinator, Sagemark Consulting Private Wealth Services
Serves as coordinator for all Lincoln Financial planners and SCPWS members needing client/case support in advanced strategies, practice development, training and coaching. She is the primary contact for planners looking for support to develop and maintain their practice to better serve their clients and helps develop various training programs for SCPWS members.
Bachelor’s degree in Journalism from Boston University, School of Public Communications.