Jeremy DiTullio has been appointed a Managing Principal of the Lincoln Financial Advisors Corp. offices in Cleveland and Akron, and is responsible for growing the market and footprint of Lincoln Financial Advisors in this territory.
"We are excited that Jeremy has joined our firm and will lead our Cleveland regional planning office," said John R. DiMonda, Managing Director of Lincoln Financial Advisors’ Metro New York/New Jersey and North Central Ohio Regional Planning Groups. "Jeremy’s experience in field leadership, recruiting and creating strategic partners with outside firms will bring great value to our advisors and organization."
"The Cleveland area offices are critical for Lincoln Financial Advisors," said David Berkowitz, Senior Vice President of Lincoln Financial Advisors. "Not only are there over 95 advisors and staff in that area, but the Cleveland facility also serves as a hub of our National Planning Center, which is a team of people who serve as a first point of contact to answer questions for clients and prospective clients across the country, and provide an initial assessment of their financial planning needs. Jeremy will be instrumental in ensuring the smooth operation of this group."
DiTullio has worked in the financial services industry since 2000 in a variety of positions including Financial Planner, Field Vice President, and Division Manager. He was previously employed by Ameriprise Financial, Inc. and New England Financial.
DiTullio holds the professional certification of CERTIFIED FINANCIAL PLANNERTM Professional and the Chartered Retirement Planning CounselorSM and Accredited Wealth Management AdvisorSM designations. He also has his Series 7, Series 66, Series 24, Series 51, Series 9, Series 10, and Life, Accident & Health Insurance licenses.
About Lincoln Financial Advisors
Lincoln Financial Advisors Corp. (LFA) is the financial planning division of Lincoln Financial Group, and is a member of both FINRA and SIPC. Lincoln Financial Advisors professionals offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families.
About Lincoln Financial Group
Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $162 billion as of March 31, 2011. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability income insurance; 401(k) and 403(b) plans; retirement savings plans; and comprehensive financial planning and advisory services. For more information, including a copy of our most recent SEC reports containing our balance sheets, please visit www.LincolnFinancial.com.