Broker Check
David E. Werner

David E. Werner

Financial Planner


  • Registered Representative, Lincoln Financial Advisors Corp.
  • Over 30 years of financial and management experience

Dave specializes in comprehensive estate planning strategies, retirement and investment planning, as well as related insurance and investment strategies for high-asset individuals. He uses his knowledge, experience and sophisticated support systems to determine the appropriate financial strategies for successful business owners, key executives and affluent retirees.

With over three decades of financial and management experience, Dave has held a variety of positions in personal practice as well as corporate management. Prior to joining Lincoln Financial Advisors, Dave was a Financial Consultant with UBS and Merrill Lynch and held both management and consultant positions with Prescott, TMS, BP (Standard Oil) and United Airlines.

Dave is supported by a team of professionals dedicated to providing his clients with superior services, resources, products, and technologies. Dave accesses National, Regional Financial Planning and Investment Directors and their staffs to build comprehensive financial plans that are custom designed to help toward meeting the unique objectives of each client.

Dave resides in Westlake, OH with his wife Bobbie. He has four children and three grandchildren. He is actively involved with St. Ignatius H.S. and has been an Officer of the Fathers Club, Past President of the Company of Ignatius, Co-Chaired the Annual Parents Fund Drive and was a Coach and Rigger of the Crew Team. He is currently involved with various services for The Cathedral of St. John the Evangelist and Reel Recovery, organization to teach men with cancer to fly fish.