Lincoln Financial hires industry veteran Tom Morelli as Vice President, Investment Distribution

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RADNOR, Pa.--(BUSINESS WIRE)--Dec 16, 2024--

Lincoln Financial (NYSE: LNC), a leading provider of insurance, annuities, group benefits and retirement solutions, has hired industry veteran Tom Morelli as Vice President, Investment Distribution.

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Tom Morelli, Source: Lincoln Financial

Morelli will focus on supporting the distribution of Lincoln’s suite of more than 100 sub-advised variable insurance funds, mutual funds, model portfolios and other investment solutions, reporting to John Kennedy, Executive Vice President, Chief Distribution and Brand Officer.

Prior to joining Lincoln, Morelli served as Head of Wealth Management at T. Rowe Price, overseeing all aspects of home office and field sales as well as the related infrastructure to support strategic relationships across broker/dealer, RIA, bank and platforms. Under his leadership, the firm significantly increased sales and assets across a diversified product range, including mutual funds, separately managed accounts, ETFs and alternatives. He brings more than 25 years of experience in the investment distribution space.

“Distribution is a well-known competitive advantage for Lincoln, and with a seasoned executive like Tom we are uniquely positioned to continue our consultative approach with our financial professionals and further build upon the distribution of our suite of solutions that help them serve the evolving needs of their customers,” said Kennedy.

About Lincoln Financial

Lincoln Financial helps people confidently plan for their vision of a successful financial future. As of December 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection, and retirement plan services. As of September 30, 2024, the company had $324 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

LCN-7441155-121324

Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations.

Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc., Radnor, PA, and insurance company affiliates The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.

The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so.

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CONTACT: Allyson Vento

[email protected]

(917)715-6949

KEYWORD: PENNSYLVANIA UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: PROFESSIONAL SERVICES OTHER PROFESSIONAL SERVICES INSURANCE FINANCE ASSET MANAGEMENT PERSONAL FINANCE

SOURCE: Lincoln Financial

Copyright Business Wire 2024.

PUB: 12/16/2024 09:37 AM/DISC: 12/16/2024 09:35 AM

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