Enrico Bawar joined Lincoln Financial Advisors/Sagemark Consulting in 2015 as a Financial Planner following more than a twenty-three year career as a Fixed Income Trader/Broker at multiple institutions, including: Lehman Brothers, ICAP, and BGC. He partners with Jason S. Fitz, CFP®, a Certified Financial Planner Professional. Together they form one of the elite and seasoned Comprehensive Financial Planning teams in New York City covering all aspects of Financial Planning, including: Advice, Wealth/Asset Management, Risk Management, Estate Planning and Inter-Generational/Family Wealth Planning.
Enrico’s experience in Institutional trading combined with his experience advising High Net Worth individuals, businesses and families affords him a unique macro and micro perspective that clients find valuable. His grounded philosophy of keeping things simple, taps into client needs and wants. Enrico enjoys building long term relationships by earning clients’ trust and mutual respect for his straightforwardness, willingness to listen and face to face contact.
Enrico, a native New Yorker, went to Brooklyn Technical H.S., also to Saint John’s University. He then moved to Staten Island shortly after getting married to Patricia where they now live with their twins Cedric and Ciara. Enrico is a proud member of Staten Island Rotary Club, the Staten Island Chamber of Commerce, an associate member of NYSSCPA SI Chapter, he is a 3rd degree Knights of Columbus, and is active in the community. Enrico holds the following licenses: Series 7, Series 63 and Life, Accident and Health.
Enrico Bawar is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Branch Office: 54 West 40th Street, Suite 422, New York, NY 10018 CRN-2213058-081518.