Exclusive Conference Designed to Promote Best Practices and Generate New Ideas across the Industry
10 December 2014

Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group (NYSE:LNC), today announced that 10 of its representatives were recently among 500 financial advisors invited to attend the eighth-annual Barron’s Top Women Advisors Summit. The exclusive conference was designed for sharing best practices, generating new ideas across the industry, and advocating the value of financial advice to the investing public.

Held on Dec. 3 – 5 in Palm Beach, Fla., the conference was attended by Barron’s “Top 100 Women Financial Advisors” and a select group of additional female advisors representing the top level of performers within participating firms.

LFN advisors invited to attend included registered representatives of Lincoln Financial Advisors Corp., Linda Allison, Charlotte Dougherty, Marie Draper, Caragh Fahy, Elizabeth Liechty, Anne Machesky, Cyndy Montgomery, and Georgi Rosal; and registered representatives of Lincoln Financial Securities Corp., Mary Ann Blair and Bridget Yeung.

Attendees heard from keynote speakers and participated in workshops exploring current industry issues from business development and succession planning, to wealth management strategies and market outlook.

About Barron’s Top 100 Women Financial Advisors

The “Barron’s Top 100 Women Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.  

About Lincoln Financial Network

Lincoln Financial Network (LFN), the marketing name for Lincoln Financial Advisors Corp. (LFA) and Lincoln Financial Securities Corp. (LFS), is the retail wealth management business of Lincoln Financial Group (LFG). Consisting of approximately 8,400 agents, representatives, and full-service financial planners throughout the United States, LFN professionals offer expertise through planning and advisory services, retirement services, life and long-term care solutions, annuities, investments, and trust services to affluent individuals, business owners and families. Affiliates are separately responsible for their own financial and contractual obligations.  CRN-1075320-120914


Kathy Vega