People Moves
Lincoln Financial Advisors Hires Managing Director To Lead Pacific Region
Lincoln Financial Network, the retail client business of Philadelphia, PA-headquartered Lincoln Financial Group, has appointed Bill Fortner as managing director of Lincoln Financial Advisors, leading the Pacific regional planning group.
Fortner will manage regional planning offices in Northern California, Oregon, and Washington State, where he will focus on increasing market share, the firm said in a statement.
Based in San Ramon, CA, Fortner will report to head of Lincoln Financial Advisors, John DiMonda.
Fortner joins from MetLife, where he served as a regional sales vice president covering Southern California and Hawaii from 2011 to 2013.
Prior to joining MetLife, Fortner held various roles within the Hartford Financial Services Group and most recently was a director of private wealth management.
Lincoln Financial Group had assets under management of $186 billion, as at March 31, 2013.