With more than 30 years as a planner in private practice, Dianna’s expertise includes
a broad knowledge of complex business exit/succession planning, estate planning, and
retirement planning concepts. She spends most of her time developing and helping
implement creative design ideas that enhance the financial well-being of our clients.
Her private practice is chiefly focused on the intricate needs of owners of large, closely held
businesses. DeRose FPG is so pleased to welcome Dianna as Partner at our firm, while she also carries out her responsibilities as a National Resource.
In her role as a National Resource and Executive Director of the Business Intelligence
Institute, Dianna provides technical support to advisors throughout the country. She
also frequently hosts a variety of nationally disseminated educational sessions focused
on current tax law and planning strategies.
Dianna and the National Planning Institute maintain the highest “serve-first”
philosophy as it relates to all Lincoln Financial Advisor Corp. (LFA) clients. She is a
summa cum laude, master’s degree graduate from Southern Methodist University.
She co-authored the financial planning chapter for a book published by the Orthopedic
Society, Guide for Women in Orthopedic Surgery and was featured in the book,
Financial Services: Women At The Top. Dianna was instrumental in the formation of
a women’s organization at Lincoln Financial Network known as the WISE Group. She is also named in the Princeton Premier Business and Professional Leaders Honors Edition.
Dianna’s affiliations and accomplishments include:
- A Five Star Wealth Advisor in Texas Monthly Magazine 2017-2022. She was named Five Star Wealth Manager by FSP on 7/1/2022 for the time period 09/20/2021 through 04/8/2022.
- Board member of the Resource Group since 2005; Past Chairman of the Estate and Business Planning Committee from 2005-2008; Chairman since of TRG’s Annual Meeting. The Resource Group is an elite LFA group serving the top planners in the country.
- A Prestige Member and Advisory Specialist for Sagemark Private Wealth Services since 2003, focusing on planning solutions for ultra-affluent families.
- Serves on the LFA-Sagemark University Committee since 2006, Private Wealth Services Education Committee; and serves as a Master CE instructor throughout the country for LFA-related education.
Dianna Parker, CFP® is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., (member SIPC) a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Network is the marketing name for Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corp., affiliates of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. DeRose FPG, LLC is not an affiliate of Lincoln Financial Advisors.
The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination, receipt, or promotion of the award. The award was independently granted and membership in an organization was not required Working with a Five Star Wealth Manager is no guarantee of investment success. For more information, please visit https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf.
The mission of The WISE Group is to assist women financial advisors with Lincoln Financial Network in the growth and recognition of their practice.
The Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.
Sagemark Private Wealth Services (SPWS) is an internal Lincoln Financial Advisors organization of top planners who focus on clients in the high-net-worth market.
The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Lincoln Financial Advisors.