Lincoln Financial Advisors has appointed Tom LaBrie to fill the position of managing principal for the company’s New England planning offices.
The hope is that LaBrie will parlay his 25 years of experience in the financial services industry to boost business in the area.
“Tom's experience in developing new business, expanding customer relationships, coaching sales professionals and providing leadership will bring great value to our advisors and organization,” says Timothy O’Shea, managing director of the firm’s Northeast Regional Planning Group, which includes the New England branch.
LaBrie has held a number of positions in the industry. He was formerly a national sales manager for regional broker-dealer and RIA Moors & Cabot as well as vice president of client management at National Financial, a subsidiary of Fidelity Investments. Before joining Lincoln Financial, he worked at TIAA – CREF as a wealth management advisor within their private client group.
Lincoln Financial Advisors offers advisory and retirement services to affluent individuals and is the financial planning division of Lincoln Financial Group, which is headquartered in the Philadelphia area and manages $160 billion in assets.
Mason Braswell writes for Financial Planning.