Lincoln Financial Network (LFN), the retail client business of Lincoln Financial Group (NYSE:LNC), today announced that Bill Fortner has been appointed managing director with Lincoln Financial Advisors Corp. (LFA), leading the Pacific Regional Planning Group. In this capacity, Fortner will manage regional planning offices in Northern California, Oregon, and Washington State, and focus on growing market share and expanding its footprint in the region. Based in San Ramon, CA, Fortner will report to John DiMonda, SVP, Head of Lincoln Financial Advisors.
"We are thrilled that Bill has joined LFA to lead the Pacific Regional Planning Group," said DiMonda. "With more than 20 years of experience in financial services and a breadth of expertise, Bill brings a comprehensive industry perspective that complements the value and support we provide to our advisors."
Fortner, 45, joins Lincoln Financial Advisors from MetLife, where he served as a regional sales vice president covering Southern California and Hawaii, from 2011 to 2013. Prior to joining MetLife, Fortner held various roles within The Hartford Financial Services Group in Newport Beach, CA from 2001 to 2010, most recently serving as director, Private Wealth Management. Throughout his career, he has held other senior sales positions including a financial advisor with John Hancock Financial Services and vice president, District Financial Relationship Manager for the California Retail Division of Bank of America in Santa Barbara, CA.
Fortner has spoken extensively around financial planning at national sales meetings and conferences for organizations such as the National Association of Insurance and Financial Advisors and the National Network of Estate Planning Attorneys. Additionally, Fortner has been named to the permanent faculty at the Southern California Institute and is a fellow in the organization’s Laureate Program.
Fortner graduated from the University of Southern California in Los Angeles with a bachelor of arts degree in Communication Arts and Sciences and a minor is Psychology. He holds FINRA registrations including series 6, 7, 26, 63, 65, along with California Life and Health Insurance licenses.
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 Corporation, both members of FINRA and SIPC. Consisting of approximately 8,000 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.
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 $186 billion as of March 31, 2013. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life, disability and dental insurance; employer-sponsored retirement plans; 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.