Lincoln Financial Group News
Level Four Expands Footprint with New Mid-Atlantic Office
PHILADELPHIA, May 9 PRNewswire — Lincoln Financial Network announced that Level Four Group, LLC, has opened a new branch in Virginia Beach, Va. The new office will provide wealth management services to the retail public and advisory support to certified public accountant and estate planning firms that offer wealth management services.
The office is staffed by Jeff Sheats, who serves as Regional Director of Business Development, Jeff Gump, who serves as Regional Director of Strategic Planning and Ben Kalkert, the Regional Director of Investments. Sheats, Gump and Kalkert were previously with H&R Block Financial Advisors, Inc.
"We are excited about having this office serve as a resource to the Mid-Atlantic states. With more than 50 years combined experience, the Virginia Beach branch team will leverage its expertise in traditional wealth management services to our retail clients and will work in concert with the principals of Level Four Group as we expand our network of accounting, financial planning, and legal firms desiring to significantly expand their wealth management offerings," said Jake Tomes, Managing Principal of Level Four Group.
Level Four Group LLC, based in Plano, Texas, partners with geographically dominant, multi-partner accounting firms and independent CPAs, enrolled agents, attorneys and financial advisors, and guides them in building a profitable, full-service practice that includes financial planning, investment advisory, and risk management services.
"We're very pleased with the continued growth of Level Four Group. This new branch will have the full capability to recruit new advisor relationships in multiple distribution channels, as well as partner with other independent advisors needing local support," said Bob Dineen, president and CEO of Lincoln Financial Network.
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 Jefferson Pilot Securities Corp. and Lincoln Financial Advisors Corp., both members of FINRA and SIPC. Consisting of more than 7,000 independent representatives, career agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families.
About Lincoln Financial Group
Lincoln Financial Group, headquartered in Philadelphia, is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; mutual funds; managed accounts; institutional investments; and comprehensive financial planning and advisory services. Affiliates also include: Delaware Investments, the marketing name for Delaware Management Holdings, Inc. and its subsidiaries; and Lincoln UK. For more information, including a copy of our most recent SEC reports containing our balance sheets, please visit http://www.lincolnfinancial.com.
SOURCE Lincoln Financial Group
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