July 10, 2013
/PRNewswire/ -- Lincoln Financial Network (LFN), the retail private client division of Lincoln Financial Group (NYSE: LNC) today announced its top three 2012 advisors:
The annual award is the highest acknowledgment of the firm for financial advisors and reflects the dedication they consistently share with clients throughout the country. LFN has more than 8,000 affiliated advisors.
"These individuals have followed different paths to success, yet share common traits of our most successful advisors – ongoing commitment to their clients," said
, President of Lincoln Financial Network. "I applaud their outstanding work and thank them for their contributions to
Katz, a Wealth Preservation Specialist at Sagemark Consulting, was named the Lincoln Financial Group (LFG) Planner of the Year for the second time. He won the LFG Planner of the Year award in 2009.
With 25 years in the industry, Katz, 50, began his career at Bankers Trust Company. He joined the Sagemark Consulting management team in 1988 and established his own practice in 1994. Currently, Katz is a "Prestige Planner" in the Sagemark Consulting Private Wealth Services Group, which comprises less than 1 percent of all Sagemark Planners. He specializes in helping retired individuals, owners of closely held businesses and other successful professionals satisfy charitable desires, and efficiently transfer their assets to future generations.
He earned a bachelor of business administration in finance from The
George Washington University
He is currently based in
Maller, a Wealth Advisor and Managing Partner at Heritage Financial Consultants, LLC, has been named Lincoln Financial Advisors (LFA) Planner of the Year for the fifth time. He was named Planner of the Year in 2007, 2009, 2010, and 2011.