Regina Beatty Elected as Chairman of the Board
PHILADELPHIA, Pa., May 20, 2021 - Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group (NYSE:LNC), today announced the election of The Resource Group’s 2021 Board of Directors, as well as the appointment of Regina Beatty as chairman of the Board.
The Resource Group (TRG) is an invitation-only, nationwide network of the top 200 planners within LFN’s independent broker-dealer, Lincoln Financial Advisors (LFA). The goal of TRG is to collaborate and share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – with LFA to help drive practice development among financial professionals and provide industry-leading service to clients.
TRG, which has been active for more than 20 years, elects a Board composed of chairpersons to lead various committees and subcommittees made up of TRG members and home office partners. These committees, including Financial Planning, Marketing, Investment and Insurance, deliver ideas and actions critical to the success of LFA financial professionals and their business. TRG’s new 2021 Board was announced during the group’s annual meeting on April 28, 2021.
The 2021 Board of Directors consists of the following LFA affiliated financial professionals:
- Regina Beatty – Chairman of the Board
- Lou McCraw– Vice Chairman of the Board and Practice Management Committee Chair
- Alex Harrison – Immediate Past-Chairman of the Board
- Pete Giaccio – Chief Executive Officer
- Jim Martin – Insurance Committee Chair
- Dianna Parker – Annual Meeting Committee Chair
- Caragh Fahy – Marketing Committee Chair
- Ryan Rayburn – Compliance Committee Chair
- Logan Waters – Practice Evolution Committee Chair
- Ryan Baker– Technology Committee Chair
- Martin Johnson– Market Access Committee Chair
- Marc Neumann – Investment Committee Chair
- Orion Marx – Financial Planning Committee Chair
- Roberto Duran – Retirement Plan Services Committee Chair
- Celeste Gurule – Board Liaison (Field Leadership)
- Anne Machesky – Board Consultant and Purposeful Partnership Co-Chair
- Hilary Dietz – Executive Director
“After the challenging year we’ve had and the financial services marketplace becoming more complex by the day, there is a growing need among clients for comprehensive financial planning,” said Regina Beatty. “The Resource Group, and our partnership with LFA, provides expertise, access and efficiency – bringing together best-in-class specialists, focused across different disciplines and with significant relationships in their respective markets – to help our clients meet their financial goals. As a planner, the greater intellectual capital at your disposal, the better the service and support you can provide your 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. Find us on LinkedIn, Facebook, Twitter, and YouTube.
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, more than 17 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 $311 billion in end-of-period account values as of March 31, 2021. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index, and rank among Forbes’ Best Large Employers and Best Employers for Women, and Newsweek’s Most Responsible Companies. Learn more at: www.LincolnFinancial.com. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com.
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