Lincoln Financial Group’s (NYSE:LNC) Retirement Plan Services business announces that Jim Ghormley and Jeffrey Marwitz have joined its Plan Sponsor Experience team as Client Relationship Managers.
The Retirement Plan Services Plan Sponsor Experience team helps plan sponsors offer retirement plan programs that align with business objectives and help attract and retain top talent, ultimately boosting employees’ retirement readiness. The team understands the needs of plan sponsors and can deliver the right services and solutions to the organizations they serve.
Ghormley and Marwitz each have more than 25 years of financial services industry experience. Prior to joining Lincoln, Ghormley served as Vice President of Relationship Management at Prudential Financial where he managed client and advisor relationships and retention efforts. He received his bachelor’s degree in marketing from The University of Texas at Austin and holds FINRA Series 7 and 63 licenses.
Marwitz joins Lincoln from Associated Wealth Management where he served as Vice President and Manager of Retirement Plan Services. After serving in many Relationship Management roles throughout his career, Marwitz co-led the Retirement Plan Services business at Associated, where he consulted clients and internal partners on retirement plan best practices and industry trends, and was responsible for expanding networks with internal institutional partners, financial advisors, consultants and clients. He received his bachelor’s degree in finance from Northern Illinois University and holds FINRA Series 6, 7, 26 and 63 licenses.
"Jim and Jeffrey have a myriad of experience in building and strengthening client and intermediary relationships and a proven record of superior service and client retention," said Robert Haverstrom, Head of Client Relationship Management, Plan Sponsor Experience, Retirement Plan Services, Lincoln Financial Group. "We are excited to have them on our team and are confident they will help our plan sponsors reach their retirement plan goals."
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 $189 billion as of June 30, 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.