Lincoln Financial Network welcomes David Layo to national network of independent advisors
30 Gennaio 2023 - 3:30PM
Business Wire
Layo, who has managed approximately $125
million in client assets over his career, gains the wealth
management expertise, resources and strength of Lincoln in support
of his client service
Lincoln Financial Network (LFN), the retail wealth management
business of Lincoln Financial Group (NYSE: LNC), announced today
that David Layo, a financial planner with Delphi Wealth Management
Group, has joined the firm.
As part of the LFN community, Layo is backed by specialized
advisory support, comprehensive wealth management services and the
strength of Lincoln Financial so he can continue to prioritize
clients’ individual, long-term needs at Delphi, which focuses on
comprehensive financial planning and collaborating with clients for
strategies unique to their personalized goals.
“I chose Lincoln because of its 117-year legacy of embracing a
‘serve-first’ culture to help clients achieve their goals,” said
Layo. “Lincoln enables me to choose the most appropriate investment
or product solution to fit the needs of my clients. It was
imperative to find a partner that provides integrity, security 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 career,
Layo has managed approximately $125 million in client assets.
“As we continue welcoming talent to our network of advisors,
it’s important that they share LFN’s commitment to client service
and community,” said John DiMonda, senior vice president and head
of LFA. “David embodies these qualities every day, bringing more
than two decades of experience helping serve his clients’ best
interests by cultivating trusted relationships – the hallmark of
LFN’s mission.”
Layo has been a Chester County, Pennsylvania resident for more
than two decades – he was recruited to West Chester University to
play baseball and has resided in the area ever since. Today, Layo
supports the Chester County Food Bank, the Lionville YMCA and A
Haven.
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.
Disclosures
Delphi Wealth Management Group is not an affiliate of Lincoln
Financial Advisors Corp.
The content above is for informational purposes only and is not
a solicitation to buy or sell Lincoln National Corporation (LNC)
stock.
CRN-5430161-012423
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Jay Russo 860-463-5618 Jay.russo@lfg.com
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