June 17, 2013
/PRNewswire/ -- Lincoln Financial Network (LFN), the retail client business of Lincoln Financial Group
, today announced that
has been appointed managing director with Lincoln Financial Advisors Corp. (LFA), leading the Pacific Regional Planning Group. In this capacity, Fortner will manage regional planning offices in
, and focus on growing market share and expanding its footprint in the region. Based in
San Ramon, CA
, Fortner will report to
, SVP, Head of Lincoln Financial Advisors.
"We are thrilled that Bill has joined LFA to lead the Pacific Regional Planning Group," said DiMonda. "With more than 20 years of experience in financial services and a breadth of expertise, Bill brings a comprehensive industry perspective that complements the value and support we provide to our advisors."
Fortner, 45, joins Lincoln Financial Advisors from MetLife, where he served as a regional sales vice president covering
, from 2011 to 2013. Prior to joining MetLife, Fortner held various roles within The Hartford Financial Services Group in
Newport Beach, CA
from 2001 to 2010, most recently serving as director, Private Wealth Management. Throughout his career, he has held other senior sales positions including a financial advisor with John Hancock Financial Services and vice president, District Financial Relationship Manager for the California Retail Division of Bank of America in
Santa Barbara, CA.
Fortner has spoken extensively around financial planning at national sales meetings and conferences for organizations such as the National Association of Insurance and Financial Advisors and the National Network of Estate Planning Attorneys. Additionally, Fortner has been named to the permanent faculty at the Southern California Institute and is a fellow in the organization's Laureate Program.