Katz Earns 2009 Top Honor for Lincoln Financial Group
ROCHELLE PARK, N.J., April 19, 2010 Gary Katz, a Wealth Preservation Specialist at Sagemark Consulting has been named the 2009 Lincoln Financial Group Planner of the Year. This honor is awarded each year to the top advisor affiliated with the national planning division of the firm. Being named Planner of the Year is a reflection of the dedication and expertise Mr. Katz shares with clientele across the country. Sagemark Consulting is a division of Lincoln Financial Advisors Corp, a broker/dealer and registered investment advisor. Mr. Katz is a member of Sagemark Consulting Private Wealth Services, which is a group of select planners who provide financial planning for high net worth clients.
Mr. Katz joined the Sagemark Consulting management team in 1988 and established his own practice in 1994. He graduated with a BBA degree in Finance from The George Washington University in 1984.
"This award is well deserved; Gary epitomizes the Lincoln Financial philosophy of serving clients first, last and always," said David Berkowitz, Senior Vice President of Lincoln Financial Advisors Corp. "For more than two decades, Gary has been tireless in his efforts to help his clients secure their financial futures."
About Lincoln Financial Network
Lincoln Financial Network is the marketing name for Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, members of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Lincoln Financial Network has 7,682 representatives nationwide.
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.