Bill Buckley Jr. CFP®, CRPC®

Bill Buckley joined Osaic FA (formerly known as Lincoln Financial Advisors) 20 years ago, consistently serving our Financial Professionals as a member of the National Planning Institute. My current role as a member
of the DFP Client Success Team has me working with Planners in the adoption and utilization of Dynamic Financial Planning, helping bring impactful financial planning concepts to life while improving both the Client
and Planner experience.

I am a graduate of Texas A&M University and hold both the CERTIFIED FINANCIAL PLANNER^TM practitioner (CFP®) and Chartered Retirement Planning Counselor (CRPC®) certifications.
I currently reside outside of Dallas, TX with my family and enjoy hiking,
woodworking, and cooking outdoors.