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Diane M. Willis, CFP®, CDFA®    

Wealth Manager, WealthPlan Financial Group
Office: 704.553.0690

Diane started her career as a probate administrator and then made a natural transition into the financial advisory arena. Always looking to add to her expertise, she earned her Certified Financial Planner™ designation (CFP®) in 1987.

She spent many years providing comprehensive financial planning to physicians and dentists, and then focused her talents on helping individuals going through divorce. To add to her extensive financial background, she then obtained the Divorce Financial Analyst (CDFA)* designation in 2003. As with retirement, estate planning and other life events, divorce requires careful consideration, expertise and sensitivity. Diane’s training, experience and temperament make her particularly suited for this rewarding work.

To better serve her clients and bring forward the expertise of many professionals, she joined Lincoln Financial Securities in 2017. Diane’s focus is on long-term wealth accumulation and taking the fear out of personal finances. She is also licensed in the sale of life insurance, annuity and long term care solutions. Diane has served on the boards of several financial, legal and recreation organizations. She has spent her entire career committed to providing financial clarity and empowerment.

Originally from Michigan, Diane has enjoyed the Charlotte area since 1995. She has one grown son in the Raleigh area, and she enjoys such creative pursuits as painting and photography. She also enjoys kayaking, gardening and travel with friends.


*Not practicing Divorce Planning on behalf of Lincoln Financial Securities.