Lincoln Financial Network Advisors Recognized in InvestmentNews’ 40 under 40
June 18 2019 - 4:10PM
Business Wire
Charlotte Geletka and Leyla Morgillo Honored
for Industry Contributions, Leadership and Promise
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.
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LFN advisors Charlotte Geletka and Leyla
Morgillo have solidified their positions as industry leaders.
(Photo: Business Wire)
“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
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Reena Arora-Sánchezreena.arora@lfg.com(484) 241-8448
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