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.
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