Layo, who has managed approximately $125 million in client assets over his career, will have Lincoln’s wealth management expertise, resources and strength to support his client services
PHILADELPHIA, January 30, 2023–(BUSINESS WIRE)–Lincoln Financial Network (LFN), the personal wealth management business of Lincoln Financial Group (NYSE: LNC), today announced that David Layo, a financial planner with Delphi Wealth Management Group, has joined the firm.
As part of the LFN community, Layo is supported by specialized advisory support, comprehensive wealth management services and the strength of Lincoln Financial, allowing him to continue to prioritize clients’ individual, long-term needs at Delphi, which focuses on comprehensive financial planning and collaboration with clients for strategies, that are unique to their personal goals.
“I chose Lincoln because they have maintained a ‘serve first’ culture for 117 years to help customers achieve their goals,” said Layo. “Lincoln allows me to select the most appropriate investment or product solution to meet my client’s needs. Finding a partner that offers integrity, security and longevity was imperative.”
Layo is registered with LFN’s independent broker-dealer, Lincoln Financial Advisors (LFA). He joins LFA after 17 years at Citadel Credit Union (CUSO Financial Services). During his 25-year career, Layo has managed approximately $125 million in client assets.
“As we continue to welcome talent into our network of advisors, it is important that they share LFN’s commitment to customer service and community,” said John DiMonda, senior vice president and leader of LFA. “David embodies these qualities every day and brings more than two decades of experience helping to serve the best interests of his clients through cultivating trusting relationships – the hallmark of LFN’s mission.”
Layo has lived in Chester County, Pennsylvania for more than two decades — he was drafted into West Chester University to play baseball and has lived in the area ever since. Today, Layo supports the Chester County Food Bank, the Lionville YMCA and A Haven.
About Lincoln Financial Network
Lincoln Financial Network is the marketing name for Lincoln Financial Group’s retail sales and financial planning subsidiaries and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corp., both members of FINRA and SIPC. Consisting of approximately 14,000 representatives, agents and full-service financial planners throughout the United States, Lincoln Financial Network professionals are able to provide financial planning and consulting services, retirement services, life products, annuities, investments and trust services to affluent individuals and business owners and families. Lincoln Financial Group is the marketing name of Lincoln National Corporation (LNC) and its subsidiaries. follow us on facebook, Twitter, LinkedIn and Instagram. Sign up for email alerts at http://newsroom.lfg.com.
About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions to help people take charge of their financial lives with confidence and optimism. Today, around 16 million customers rely on our expertise in the areas of retirement planning, insurance and wealth protection to achieve their lifestyle, savings and income goals and to protect themselves against long-term care costs. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name of Lincoln National Corporation (NYSE:LNC) and its subsidiaries. The company had an account value of $270 billion at the end of the reporting period ended September 30, 2022. Lincoln Financial Group is a committed corporate citizen, featured in major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good, and ranked among Newsweek’s Most Responsible Companies. We are committed to diversity, equity and inclusion and are included in transparency benchmarking tools such as the Corporate Equality Index, the Disability Equality Index and the Bloomberg Gender-Equality Index. We are committed to providing flexible working arrangements for our employees and were named to FlexJobs’ list of the 100 Best Companies to Watch Remote Jobs for 2022 Lincoln was named one of Ethisphere’s 2022 World’s Most Ethical Companies®. We create opportunities for young career talent through our internship development program, which is featured on WayUp and Yello’s annual list of the top 100 internship programs. Learn more at: www.LincolnFinancial.com. follow us on facebook, Twitter, LinkedIn and Instagram. Sign up for email alerts at http://newsroom.lfg.com.
Delphi Wealth Management Group is not an affiliate of Lincoln Financial Advisors Corp.
The above content is for informational purposes only and is not a solicitation to buy or sell Lincoln National Corporation (LNC) stock.
View source version on businesswire.com: https://www.businesswire.com/news/home/20230130005116/en/