Donald Lippencott in

Donald Lippencott

Commander · DISC type D
Founder & CEO at Lippencott Financial Group
📍 East Setauket, New York, United States

Donald Lippencott is the Founder and CEO of Lippencott Financial Group, a firm specializing in financial solutions for business owners, executives, and physicians. With over 30 years of experience, he focuses on estate conservation and business succession strategies. He holds a Master of Science in Financial Services.

Based on his shared content, he appears to draw inspiration from diverse sources, including the leadership dynamics of the Grateful Dead and the motivational philosophies of coaches like John Wooden. He seems to value unique perspectives on success and strategy.

Since 1997, he has been a Member Agent of The Nautilus Group®, an exclusive, advanced resource for estate and business planning.

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Experience
31 Years
Current Role
Founder & CEO
Job Level
Leadership
Location
East Setauket, New York, United States
Personality Overview

How Donald shows up

Candid & Clear
Decisive
Risk-Taker

They respond well to strong and respectful communication. They prefer to move quickly, and expect the same from others. They put a lot of effort into ensuring personal success.

Priorities

Topics Donald cares about

Succession Planning
He explores unconventional succession planning lessons, drawing parallels between business leadership and the unique structure of the Grateful Dead.
Estate Planning
Actively promotes the idea that estate planning is a critical financial move for all adults, not just the exceptionally wealthy.
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Career

Work history

Founder & CEO
Lippencott Financial Group
1-1994
Financial Adviser
Eagle Strategies, LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Master of Science degree in Financial Services
The American College of Financial Services
1980 - 1983
Education details unavailable
Gordon College
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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