Kelly L. Kennedy of FamilyWealth Management Group Appointed to The WISE Group Board
Pittsburgh, PA (PRWEB) April 14, 2015 -- Kelly L. Kennedy, Private Wealth Advisor of FamilyWealth Management Group and registered representative of Lincoln Financial Advisors Corp. was recently appointed as board member 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.
Kennedy 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.”
Kennedy joined FamilyWealth Management Group in 2010. Prior to joining FamilyWealth, Kennedy served as a merchant with Abercrombie & Fitch from 2008 to 2010. She currently sits on the Young Alumni Council at Miami University, serves as president of Miami’s Pittsburgh Alumni Chapter, and is a current member of MDRT (Million Dollar Round Table). Kennedy was named Lincoln’s Pittsburgh Transition Planner of the Year in 2012.
Kennedy earned a bachelor of business degree in marketing and entrepreneurship from Miami University in Oxford, Ohio. She holds the Chartered Retirement Planning Consultant (CRPC®) designation and FINRA series 7 and 66 registrations.
Kennedy’s office is located at 2200 Georgetowne Drive, Suite 100, Sewickley, Pa. 15143. She works alongside her husband, Nic Kennedy and her father, Doug Knable.
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 $218 billion in assets under management as of December 31, 2014. 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.
Kathy Vega, Lincoln Financial Network, +1 (860) 466-2955, [email protected]
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