Chicago, Illinois (PRWEB) May 01, 2015
Karen DeRose, CFP®, CRPC®, managing partner of DeRose Financial Planning Group and registered representative of Lincoln Financial Advisors Corp. (LFA) was recently appointed as chairman of The WISE Group (Women Inspiring, Supporting, and Educating). WISE is Lincoln Financial Network’s (LFN) new initiative designed to better support the unique needs of female financial advisors and clients. Appointments to The WISE Group’s 2015 Board were announced during the group’s inaugural annual meeting in late January.
DeRose will work to deliver on The WISE Group’s core objectives, which center on inspiring women to pursue opportunities in financial services in order to increase the overall number of female advisors within the industry; supporting LFN female advisors in the growth and development of their practice through strategic partnerships and mentoring; and educating female clients on the importance of comprehensive financial planning so they are better prepared to take charge of their financial lives.
"The WISE Group of Lincoln was launched by a group of top advisors who recognized the importance of women advisors sharing their best practices and building a community within the organization," said Nicole Spinelli, director of WISE. "The members of the WISE board are committed to both the development and growth of women advisors, and the education and engagement of women investors."
With more than 19 years in the financial services industry, DeRose joined Lincoln Financial Advisors in 1996. Prior to joining Lincoln, she served as account executive for Konica Corporation from 1992 to 1996. She is currently a board member of Spirit Air Inc., a not-for-profit organization, and past chairman of the The Resource Group, an elite organization of the top 200 advisors within LFA. She has received the 2013 Women’s Choice award for Financial Advisors, 2010 – 2014 Women’s Circle of Excellence Award for Women Advisors and 2010 – 2014 Five Star Award for Advisors in Chicago, Ill.
DeRose earned a bachelor of science degree in business from Barat College in Lake Forest, Ill. She holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Retirement Planning Counselor (CRPC®) as well as FINRA Series 7 and 66 registrations.
DeRose’s office is located at Lincoln Financial Advisors, 8755 W. Higgins, Suite 200, Chicago, Ill.
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 Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, both members of FINRA and SIPC. Consisting of approximately 8,000 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial 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 provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $222 billion in assets under management as of March 31, 2015. Learn more at: http://www.LincolnFinancial.com. Find us on Facebook, Twitter (@lincolnfingroup), LinkedIn and YouTube. To sign up for email alerts, please visit our Newsroom at http://newsroom.lfg.com.