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Tish Gray of Sagemark Consulting Named Among InvestmentNews's 40 Under 40
  • USA - English


News provided by

Lincoln Financial Network

Aug 05, 2015, 13:45 ET

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Dallas, Texas (PRWEB) August 05, 2015 -- Tish Gray, wealth planning advisor with Sagemark Consulting and registered representative of Lincoln Financial Advisors Corp., was recently named among InvestmentNews’s 40 Under 40, a national recognition that aims to highlight young talent in the financial advice industry who excel based on accomplishments to date, contribution to the industry, leadership and promise.

“I am honored to be recognized alongside some of the most talented and driven individuals in the industry,” said Gray. “My dedication to my clients is what drives me, and will continue to drive me, to build and grow my practice over the years.”

With 15 years in the financial services industry, Gray joined Lincoln Financial Advisors in 2005. Within her practice, Gray specializes in providing comprehensive financial advice with a focus on wealth distribution, wealth preservation, and tax efficient financial planning.

Gray is currently a member of WISE (Women Inspiring, Supporting, Educating) within Lincoln Financial Network and a senior volunteer with Crown Financial Ministries. In 2015, Gray was listed by Texas Monthly magazine as a Five Star Wealth Manager.

Gray earned a bachelor of science degree in psychology, philosophy and religion from Chatham University in Pittsburgh, Pa., and received a certificate of Financial Planning from Southern Methodist University in Dallas, Texas. Gray holds the professional designations of Long Term Care Professional (LTCP) and Chartered Retirement Professional Consultant (CRPC), in addition to FINRA series 6, 7, 63, and 65 registrations.

Gray’s office is located at 14911 Quorum Drive, Suite 300, Dallas, Texas.

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 almost 8,500 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.

Kathy Vega, Lincoln Financial Network, +1 (860) 466-2955, [email protected]

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