JOSLYN G. EWART
PRESIDENT
I believe that money is a resource. It is a resource we can use for financial security, peace of mind, for freedom of choice. Because each of us is unique, our financial decisions will feel just right only if they reflect our values and needs. I founded Entrust Financial to help clients make decisions that feel just right, for them.
My early experience as a teacher enables me to facilitate discussions about priorities and goals. My love for "a plan that comes together" inspires customization of the pieces of each client's financial puzzle — to suit their very best interests. Having first understood the value of investment over time through decades of piano practice and fitness swimming, I find it extremely satisfying to introduce clients to the power of long-term financial investing.
To spread the word about financial planning, I appear regularly on the Comcast nightly financial show, CN8's MMT, and write the Business Column for Main Line Life newspaper. I present to audiences on a wide variety of subjects such as asset allocation, retirement and estate planning, the long-term impact of property settlements in divorce, and charitable giving.
I serve on the Board of Directors of the Main Line Chamber of Commerce, The Print Center, The Planned Giving Advisory Council for Temple University, and am President of The Valley Forge Towers Community Association. I am a member of Collaborative Family Law Affiliates, The Philadelphia Foundation's Professional Advisors Network, The Financial Services Institute, and The Philadelphia Estate Planning Council. I am a past officer of the Philadelphia Tri-State Chapter of the Financial Planning Association, and the Ardmore Club of Rotary International.
PROFESSIONAL CERTIFICATIONS
- CERTIFIED FINANCIAL PLANNER™
- Certified Divorce Financial Analyst™
PROFESSIONAL ASSOCIATION MEMBERSHIPS
- Collaborative Family Law Affiliates
- Past Officer, Philadelphia Tri-State Chapter of Financial Planning Association
- Financial Services Institute
- Philadelphia Estate Planning Council
- Professional Advisors Network, The Philadelphia Foundation
- Temple University Planned Giving Advisory Council
SERVICE ORGANIZATIONS
- President, Community Association of Valley Forge Towers
- Board of Directors, Main Line Chamber of Commerce
- Board of Governors, The Print Center
- Former Consultant, Executive Service Corps of Delaware Valley
- Past Officer, Rotary Club of Ardmore
EDUCATION
- Bachelor of Science in Music Education, Case Western Reserve University
- Master of Arts in Education, Temple University
- School Administrator Certification, University of Pennsylvania
- Certified Financial Planner™ Professional Certification, College for Financial Planning, Denver, CO
NASD Securities Registrations and Insurance Licenses Held
- Investment Advisory Representative with Lincoln Investment Planning, Inc., a Registered Investment Advisor and Broker/Dealer. Member NASD/SIPC.
- NASD Series 24, 7, 65, 6, 63.
- Life, Accident, and Health Insurance licenses.
- Registered to offer mutual funds, stocks, bonds, fee-based portfolio management programs, variable annuities, variable life insurance, life insurance, disability insurance, Long Term Care insurance, and to offer securities in the states of PA, NJ, NY, DE, FL, MD, MA, NC, FL, CT, VT, NM, MI.
Joslyn contributes a bi-monthly column to the Business Section of Main
Line Life newspaper.
CONVERSATIONS explores a variety of issues which drive our financial choices.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo,) which it awards to individuals who successfully complete initial and ongoing certification requirements.
Joslyn G. Ewart is a Financial Representative offering Advisory Services and Securities through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC. Entrust Financial, LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business.