Tara Harkins Takes the Helm as Marketing SVP at Lincoln Investment, Driving Growth and Engagement

Tara Harkins Named Senior Vice President of Marketing at Lincoln Investment



Lincoln Investment Planning, LLC, renowned as a full-service broker-dealer and registered investment adviser, has announced the appointment of Tara Harkins as its new Senior Vice President of Marketing. Effective from August 25, 2026, Harkins will spearhead the marketing strategy at Lincoln Investment with a keen focus on enhancing the firm's brand presence and bolstering the support available to its financial professionals.

Enhancing Marketing Strategy


Harkins joins Lincoln with over 20 years of rich experience in financial services marketing. Given her vast background in areas such as brand strategy, digital marketing, and financial professional engagement, her appointment signals a strategic move aimed at deepening the connection between Lincoln Investment and its financial advisors. "Great marketing is rooted in a deep understanding of the business and the communities we serve," commented Kathy Leckey, CEO of Lincoln Investment. This awareness will be vital as Harkins develops initiatives that not only enhance the brand but also facilitate growth opportunities for financial professionals.

A Vision for Engagement


As part of her new role, Harkins will oversee various marketing functions, including brand management, digital initiatives, and practice management resources. She expressed excitement about joining a company that empowers its financial advisors to operate in a manner best suited to their unique business models. “I see it as an opportunity to support financial professionals in a way that resonates with their clients, truly bringing the Lincoln story to life,” Harkins stated.

Forging Strategic Connections


Working closely with leadership across Lincoln Investment, Harkins is tasked with aligning marketing strategies with the firm's broader business goals and the dynamic needs of financial professionals. This may entail developing enhanced communication channels and creating a cohesive marketing experience throughout the organization. Dan Alexander, Chief Business Development Officer, emphasized the clarity Harkins brings to their collective vision, noting that her approach will help propel the firm’s brand engagement forward.

Strategy-Driven Growth


The emphasis on marketing as a growth driver reaffirms Lincoln Investment’s reputation in the industry. Recently, it was ranked as the 13th among independent broker-dealers by Financial Planning in its 2026 IBD Elite study, reflecting a commitment to advancing the success of its financial professionals. Harkins will play a pivotal role in maintaining this momentum.

About Lincoln Investment


With over 57 years in the financial industry, Lincoln Investment remains a leader in providing investment solutions and business support to a network of approximately 1,000 professionals nationwide. The firm has successfully amassed over $60 billion in client assets and continues to thrive as a family-owned enterprise, drawing on its rich history to foster financial advisor independence and success.

For future developments, more information can be found at Lincoln Investment's website or via their social media channels.

Topics Financial Services & Investing)

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