O'Shea Takes the Helm at Lincoln Financial Northeast Planning Offices
PHILADELPHIA, February 24, 2010 Lincoln Financial Advisors Corp. (LFA) today announced that Tim O'Shea has been named Managing Director for the Northeast Regional Planning Group. The Northeast Region includes financial planning offices throughout New England, Northern New York and Pittsburgh, Penn.
O'Shea previously served as Managing Principal of the Rochester, NY Regional Planning Office for Lincoln, a role he took over in 2008.
"Tim's leadership and expertise in developing market access opportunities in New York makes him an ideal choice to grow and cultivate the Lincoln Financial presence in the Northeast region," said David Berkowitz, senior vice president of Lincoln Financial Advisors Corp.
O'Shea, who holds the Chartered Life Underwriter and Chartered Financial Consultant designations, joined Lincoln Financial in 2001. Prior to that, O'Shea worked at John Hancock Financial services in a number of positions.
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 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 $141 billion as of December 31, 2009. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability insurance; 401(k) and 403(b) 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.