Lincoln Financial Network welcomes financial professionals Scott LoPresti and Dean DiPierro to the firm
10 Novembre 2022 - 03:30PM
Business Wire
Team with nearly $500 million in client assets
brings their advisory expertise to Lincoln Financial Network with
an eye toward the future of their practice and enhancing wealth
management client support.
Lincoln Financial Network (LFN), the retail wealth management
affiliate of Lincoln Financial Group (NYSE: LNC), announced today
that Scott LoPresti and Dean DiPierro have joined the firm. As part
of the LFN community, LoPresti and DiPierro are empowered to
deliver independent, comprehensive financial advice to clients,
with the support, services, network and strength of Lincoln
Financial to grow their practice and have an even greater effect on
their clients, community and the industry.
LoPresti and DiPierro will continue to operate as partners in
their independent wealth management practice specializing in
helping clients preserve wealth and manage risk, with nearly $500
million in client assets under management. The team brings
approximately 30 years of combined financial planning experience,
both most recently with LPL Financial, and prior to that, Ameritas
Investment Corp. Based in Croton-on-Hudson, New York, LoPresti and
DiPierro are registered with LFN’s independent broker-dealer
Lincoln Financial Advisors (LFA).
“Thanks to Lincoln, we have a dedicated team that took the time
to understand our business and then give us the attention and
support we need to help grow,” said LoPresti. “The resources we now
have are in lock-step alignment with the strategic direction of our
business, and most importantly ensure our clients are fully
supported.”
“Scott and Dean bring a wealth of financial planning experience
to our firm and a shared commitment to providing advice and
guidance that helps clients secure their financial futures,” said
John DiMonda, senior vice president and head of LFA. “We’re excited
to welcome these two high-caliber financial professionals into the
LFA family and strengthen our presence in New York’s Hudson Valley,
while providing Scott and Dean the resources, scale and backing of
a Fortune 200 company. We look forward to supporting them as they
grow their business, evolve their practice and serve their
clients.”
About Lincoln Financial Network
Lincoln Financial Network is the marketing name for the retail
sales and financial planning affiliates of Lincoln Financial Group
and includes Lincoln Financial Advisors Corp. and Lincoln Financial
Securities Corp., both members of FINRA and SIPC. Consisting of
approximately 14,000 representatives, agents, and full-service
financial planners throughout the United States, Lincoln Financial
Network professionals can offer financial planning and advisory
services, retirement services, life products, annuities,
investments, and trust services to affluent individuals, business
owners and families. Lincoln Financial Group is the marketing name
for Lincoln National Corporation (LNC) and its affiliates. Follow
us on Facebook, Twitter, LinkedIn and Instagram. Sign up for email
alerts at http://newsroom.lfg.com
About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions that help
people take charge of their financial lives with confidence and
optimism. Today, approximately 16 million customers trust our
retirement, insurance and wealth protection expertise to help
address their lifestyle, savings and income goals, and guard
against long-term care expenses. Headquartered in Radnor,
Pennsylvania, Lincoln Financial Group is the marketing name for
Lincoln National Corporation (NYSE:LNC) and its affiliates. The
company had $270 billion in end-of-period account values as of
September 30, 2022. Lincoln Financial Group is a committed
corporate citizen included on major sustainability indices
including the Dow Jones Sustainability Index North America and
FTSE4Good and ranks among Newsweek’s Most Responsible Companies.
Dedicated to diversity, equity and inclusion, we are included on
transparency benchmarking tools such as the Corporate Equality
Index, the Disability Equality Index and the Bloomberg
Gender-Equality Index. Committed to providing our employees with
flexible work arrangements, we were named to FlexJobs’ list of the
Top 100 Companies to Watch for Remote Jobs in 2022. With a long and
rich legacy of acting ethically, telling the truth and speaking up
for what is right, Lincoln was recognized as one of Ethisphere’s
2022 World’s Most Ethical Companies®. We create opportunities for
early career talent through our intern development program, which
ranks among WayUp and Yello’s annual list of Top 100 Internship
Programs. Learn more at: www.LincolnFinancial.com. Follow us on
Facebook, Twitter, LinkedIn, and Instagram. Sign up for email
alerts at http://newsroom.lfg.com.
CRN-5077081-110222
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version on businesswire.com: https://www.businesswire.com/news/home/20221110005739/en/
Media Contacts: Lincoln Financial Group: Jay Russo
860-463-5618 Jay.russo@lfg.com
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