Layo, who has managed roughly $125 million in shopper property over his profession, good points the wealth administration experience, assets and power of Lincoln in help of his shopper servicePHILADELPHIA, January 30, 2023–(BUSINESS WIRE)–Lincoln Financial Network (LFN), the retail wealth administration enterprise of Lincoln Financial Group (NYSE: LNC), introduced as we speak that David Layo, a monetary planner with Delphi Wealth Management Group, has joined the agency.As half of the LFN group, Layo is backed by specialised advisory help, complete wealth administration companies and the power of Lincoln Financial so he can proceed to prioritize purchasers’ particular person, long-term wants at Delphi, which focuses on complete monetary planning and collaborating with purchasers for methods distinctive to their personalised objectives.”I selected Lincoln as a result of of its 117-year legacy of embracing a ‘serve-first’ tradition to assist purchasers obtain their objectives,” mentioned Layo. “Lincoln permits me to select essentially the most applicable funding or product resolution to match the wants of my purchasers. It was crucial to discover a associate that gives integrity, safety and longevity.”Layo is registered with LFN’s independent broker-dealer Lincoln Financial Advisors (LFA). He joins LFA after 17 years at Citadel Credit Union (CUSO Financial Services). Over his 25-year profession, Layo has managed roughly $125 million in shopper property.”As we proceed welcoming expertise to our network of advisors, it’s essential that they share LFN’s dedication to shopper service and group,” mentioned John DiMonda, senior vice chairman and head of LFA. “David embodies these qualities on daily basis, bringing greater than 20 years of expertise serving to serve his purchasers’ greatest pursuits by cultivating trusted relationships – the hallmark of LFN’s mission.”Layo has been a Chester County, Pennsylvania resident for greater than 20 years – he was recruited to West Chester University to play baseball and has resided within the space ever since. Today, Layo helps the Chester County Food Bank, the Lionville YMCA and A Haven.Story continuesAbout Lincoln Financial NetworkLincoln Financial Network is the advertising title for the retail gross sales and monetary planning associates of Lincoln Financial Group and contains Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corp., each members of FINRA and SIPC. Consisting of roughly 14,000 representatives, brokers, and full-service monetary planners all through the United States, Lincoln Financial Network professionals can supply monetary planning and advisory companies, retirement companies, life merchandise, annuities, investments, and belief companies to prosperous people, enterprise homeowners and households. Lincoln Financial Group is the advertising title for Lincoln National Corporation (LNC) and its associates. Follow us on Facebook, Twitter, LinkedIn and Instagram. Sign up for e mail alerts at http://newsroom.lfg.com.About Lincoln Financial GroupLincoln Financial Group offers recommendation and options that assist individuals take cost of their monetary lives with confidence and optimism. Today, roughly 16 million clients belief our retirement, insurance coverage and wealth safety experience to assist tackle their way of life, financial savings and earnings objectives, and guard towards long-term care bills. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the advertising title for Lincoln National Corporation (NYSE:LNC) and its associates. The firm had $270 billion in end-of-period account values as of September 30, 2022. Lincoln Financial Group is a dedicated company citizen included on main sustainability indices together with the Dow Jones Sustainability Index North America and FTSE4Good and ranks amongst Newsweek’s Most Responsible Companies. Dedicated to variety, fairness and inclusion, we’re included on transparency benchmarking instruments such because the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender-Equality Index. Committed to offering our workers with versatile work preparations, we had been named to FlexJobs’ checklist of the Top 100 Companies to Watch for Remote Jobs in 2022. With a protracted and wealthy legacy of performing ethically, telling the reality and talking up for what is true, Lincoln was acknowledged as one of Ethisphere’s 2022 World’s Most Ethical Companies®. We create alternatives for early profession expertise by means of our intern growth program, which ranks amongst WayUp and Yello’s annual checklist of Top 100 Internship Programs. Learn extra at: www.LincolnFinancial.com. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for e mail alerts at http://newsroom.lfg.com.DisclosuresDelphi Wealth Management Group will not be an affiliate of Lincoln Financial Advisors Corp.The content material above is for informational functions solely and isn’t a solicitation to purchase or promote Lincoln National Corporation (LNC) inventory.CRN-5430161-012423View supply model on businesswire.com: https://www.businesswire.com/news/home/20230130005116/en/ContactsJay [email protected]
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Lincoln Financial Network welcomes David Layo to national network of independent advisors
