Lincoln Financial Network Advisors Recognized in InvestmentNews’ 40 under 40

Charlotte Geletka and Leyla Morgillo Honored for Industry
Contributions, Leadership and Promise

PHILADELPHIA–(BUSINESS WIRE)–Lincoln Financial Network (LFN), the retail wealth management affiliate
of Lincoln Financial Group (NYSE:LNC), announced today that Charlotte
Geletka, managing partner of Silver Penny Financial in Atlanta, Ga., and
Leyla Morgillo at Madison Financial Planning Group in Syracuse, N.Y. –
both registered representatives of Lincoln Financial Advisors Corp. –
are among InvestmentNews’ 40 Under 40 for 2019*. The project aims
to reveal the potential in the financial advice industry by recognizing
young talent doing remarkable things. Geletka and Morgillo stood out in
a pool of nearly 1,000 nominees for their impressive career
accomplishments and commitment to community.


It’s an honor to be included in such an exceptional class of industry
peers,” said Geletka. “I’m fully dedicated to serving my clients and
giving back to my community. I look forward to advancing my practice and
finding even more opportunities to get involved as my career progresses.”

I’m passionate about helping others and proud that my career
progression from practice manager to full-fledged financial advisor is
being recognized in this way,” said Morgillo. “Over the past decade, I
have worked tirelessly to assist as many people as possible in planning
for a secure future. I’m excited for and optimistic about mine, too.”

Morgillo joined Lincoln in 2013. She holds the CERTIFIED FINANCIAL
PLANNER™ Professional certification and has been quoted in publications
such as Financial Planning magazine, Financial Advisor
Magazine
and MarketWatch. She currently serves as the vice
president of the Financial Planning Association of Central New York and
has been focused on diversifying membership and encouraging young people
to get involved in the industry. She also enjoys giving back by
providing pro bono financial planning services to underserved members of
the community.

Geletka has been with Lincoln since 2004. Not only is she a top 200
Lincoln advisor, but she was also named Lincoln 2017 Channel Advisor of
Now and received a 2018 Circle of Excellence recognition from Women in
Financial Services**. Geletka serves on a national advisory board within
Lincoln while continuing to expand Silver Penny. She also teaches
financial literacy to students in Atlanta-area schools and speaks
regularly to women’s organizations about careers in finance as a member
of LFN’s WISE
(Women Inspiring, Supporting, Educating)
group.

Nothing shines brighter than Charlotte’s promise for the future – and
that includes her promise to her clients, to young women entering the
industry and to her community at large,” said John DiMonda, senior vice
president and head of Lincoln Financial Advisors. “We are also
incredibly honored to call Leyla a member of the Lincoln family. Not
only has she demonstrated great leadership within our Legacy program,
but her pro bono work with military veterans is nothing short of
inspiring.”

Morgillo graduated magna cum laude from Syracuse University. In addition
to being a CFP® professional, she holds the Series 7
Securities Representative and Series 63 Uniform Securities Agent
licenses and is a Life, Health and Annuity Insurance Agent.

Geletka graduated summa cum laude from North Carolina State University.
She is a 2017 Atlanta Five Star Wealth Manager*** and holds the
following licenses and professional designations: Chartered Retirement
Planning Counselor from the College of Financial Planning; Investment
Advisor Representative (Series 65 Uniform Investment Advisor Law Exam);
Series 7 Securities Representative; Uniform Securities Agent (Series
63); and Life, Health and Annuity Insurance Agent.

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 8,900
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 empower
people to 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, as well as to 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 $253 billion in assets
under management as of March 31, 2019. Lincoln Financial Group is a
committed corporate citizen included on major sustainability indices
including the Dow Jones Sustainability Index North America and
FTSE4Good. Additionally, Lincoln is dedicated to upholding a diverse and
inclusive organization and was recognized by Forbes as one of the Best
Large Employers, Best Employers for Diversity, and Best Employers for
Women and received a perfect score of 100 percent on both the Corporate
Equality Index and Disability Equality Index. Learn more at: www.LincolnFinancial.com.
Follow us on Facebook,
Twitter,
LinkedIn,
and Instagram.
Sign up for email alerts at http://newsroom.lfg.com.

*Nominations, including self-nominations, are from people in the
community for those who show civic and community involvement along with
professional accomplishment, all while in their thirties. No fee was
paid to receive the award.

**Qualification for Circle of Excellence is solely based on personal
income with various levels awarded to those of different income amounts.

***The Five Star Wealth Manager Award is independently produced by Five
Star Professional (FSP) and is based on data from financial advisors,
regulatory disclosures, and FSP research. Neither the advisors nor their
parent firm pay a fee to FSP for the nomination or award. Working with a
Five Star Wealth Manager is no guarantee of investment success. For more
information, go to http://bit.ly/2dVQQFc.

CRN-2601002-061819

Contacts

Reena Arora-Sánchez
reena.arora@lfg.com
(484)
241-8448

error: Content is protected !!