Brittany Moran

Brittany Moran is Vice President and Investment Advisor Representative at Lincoln Capital Corporation in East Greenwich, RI, serving individual and institutional clients with comprehensive financial planning and portfolio management services. Her key responsibilities include leading client relationships, formulating personalized investment strategies, and overseeing portfolio allocations for high-net-worth families, small businesses, and institutional accounts. She focuses on diversified asset classes, including equities, fixed income, and alternative investments, aligning portfolios with each client’s financial goals and risk tolerance.

With over 16 years of experience in investment advisory, Brittany previously worked as a financial advisor at Merrill Lynch in Washington, D.C., where she gained expertise in wealth management and complex financial planning. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the Series 66 securities license, enabling her to advise clients in Rhode Island, Texas, and other eligible states.

Brittany earned her Master’s Degree in Finance from Northeastern University in 2014, solidifying her technical and analytical foundation for investment research and strategy. She is recognized for her leadership within Lincoln Capital, contributing to the firm’s commitment to fiduciary standards and client-centered service. Her notable achievements include developing multi-generational wealth plans and actionable investment solutions for business owners and institutional trustees, positioning her as a trusted expert in the regional investment community.