Virginia Beach, Va. (PRWEB) July 08, 2016
Devin J. Garofalo, President and CEO of Colonial River Wealth Management and registered representative of Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor, has been named 2015 Planner of the Year and 2015 Managed Assets Leader of the Virginia, North Carolina, and South Carolina region for the second consecutive year.
This award is given annually through Lincoln Financial Advisors Corp. (LFA) based on performance, business management, and recognition of annual sales results.
“It is with great pleasure to see that Lincoln Financial has announced Devin Garofalo has won this award again. He has set a goal for Colonial River Wealth Management to be the ‘Best of the Best’,” said Richard W. Polchinski, CPA, Chief Financial Officer of Colonial River Wealth Management. “I have found that both clients and agents are attracted to work with successful people like Devin. Even though this is a great accolade, many fail to recognize the pressure and responsibility that comes in managing the financial health for hundreds of households.”
Garofalo has also been recognized nationally as one of the top 50 financial advisors with LFA. This prestigious recognition places Garofalo in LFA’s President’s Cabinet and Chairman’s Council.
“The responsibility of managing the client’s life savings requires recommendations that impact each individual family for generations to come,” said Garofalo. “Receiving this award is very humbling, but even greater is the confidence and trust we receive from each of our clients to manage their financial security.”
With more than 15 years in the financial services industry, Garofalo joined LFA as a registered representative in 2014. As President of Colonial River Wealth Management, Garofalo oversees six other advisors and over 300 million in client invested assets. Prior to joining Lincoln, Garofalo served as an independent representative with LPL Financial, and Vice President of a local financial services firm through Royal Alliance.
He currently holds professional designations including FINRA series 6 and 7 General Securities Representative designations, a Series 63 Uniform Securities Agent, as well as the Series 65 designation. Colonial River Wealth Management has offices in Midlothian and Newport News, Va.
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.