Alexander H. Lim began his financial services career in the summer of 1997 as the first ever intern for Holstein & Morgan Financial Planning, Inc., the Financial Planning arm of the Morgan Financial Group (presently Lincoln Financial Group) in Towson, Maryland.
Alex has a Bachelor’s degree in Natural Sciences from The John Hopkins University and a Master’s in Business Administration from Boston University with a concentration in Finance.
In January, 1989, Jim Morgan, CEO of Morgan Financial Group gave Alex an opportunity to start a new insurance brokerage in long term care insurance. Alex started the brokerage with multiple brands of Long Term Care insurance and helped Lincoln National Life insurance company develop their own Long Term Care insurance product. Lincoln’s LTC insurance quickly became one of the leading
LTC products on the market. During Alex’s tenure as LTC product manager, he led Morgan Financial, one of 46 regional marketing offices of Lincoln National, as the number 1 office in production for 6 straight years. He also helped Lincoln National Life develop a unique product called MoneyGuard. A product which combines Life insurance with Long Term Care insurance benefits in one contract. Today, Lincoln’s MoneyGuard remains one of the most unique insurance product on the market.
When Mr. Morgan retired in 1996, Alex left Morgan Financial Group to join Donohue-Hart & Associates to become an independent Financial Advisor while still keeping ties with Morgan Financial Group’s parent company, Lincoln Financial Group. A few years later, Donohue-Hart & Associates became a part of Founders Financial, a group of like-minded Financial Advisors who share resources, ideas and knowledge with the intention of better serving our Clientele and elevating the quality and value of our service.
During his years at Donohue-Hart & Associates, Alex developed his practice with the support of his partners John, Greg, Lou and Mike. The strong family atmosphere at DHA as well as Founders helped Alex manage and grow his business and overcome the difficulties of being a single parent. His son, Steven, grew up in this family atmosphere within the business and probably had something to do with his decision to join his father’s practice and serve clients as a financial advisor.
Lim Financial Group is an independent Financial Planning firm which upholds the values of Respect, Honor, Loyalty, Discipline, Kindness, and Humility. It continues the family atmosphere from Donohue-Hart-Thomson and Founders Financial Securities, Inc. There is no other Financial organization quite like it. At Lim Financial Group, the needs of the clients are top priority.
Alex lives in Columbia, Maryland with his wife, Irene and his two children, Steven and Alexis. In addition to serving clients as a financial adviser, Alex serves his community as a teacher/instructor of traditional Chinese Kung Fu in Columbia, Maryland. He also teaches at the Chinese Language School of Columbia and is frequently involved with Howard County government in promoting cultural and educational diversity in Howard County.