Lincoln Financial Distributors, the wholesale distribution business of Lincoln Financial Group, has said it expanded its Retirement Plan Services intermediary sales force by four people, bringing the team to 34-strong throughout the US.
The four new specialists are: Gina Balducci, covering the western San Francisco Bay Area and northwest California; Ashlee Vingle, responsible for San Diego; Timothy Yarbrough, focused on southwest Texas; and Patricia Norton, helping clients throughout southeast Florida.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
As part of their responsibilities, Balducci, Vingle, Yarbrough and Norton will provide Lincoln’s retirement plan solutions to financial representatives, supporting advisors as they drive better retirement outcomes for their clients through Lincoln’s wealth protection expertise and broad portfolio of asset-protecting solutions. These new additions represent a continued expansion of Lincoln’s intermediary Retirement Plan Services sales team, which was announced in January 2014.
"We will continue expanding our sales force to provide better service and increase awareness of our retirement plan services offerings," said John Kennedy, head of LFD’s Retirement Solutions Distribution, which includes Lincoln’s Intermediary Retirement Services Plan sales business. "Lincoln was built on delivering accumulation, asset protection and income distribution strategies, and our Retirement Plan Services portfolio is an impressive part of that business. By expanding our team, advisors will experience an increased level of support, providing access to the right tools and solutions as they develop goal-based retirement plan programs for their clients."
Balducci has more than 10 years of experience in the financial services industry. Prior to joining LFD, she served as district manager, retirement services for ADP, San Francisco, where she was responsible for developing and implementing sales strategies around its defined contribution business. Balducci has served in a variety of sales capacities throughout her career, including as an external wholesaler at Zacks Investment Management, and a hybrid wholesaler for Russell Investment Group.
She earned a bachelor of arts degree in international studies and economics from the University of South Florida and holds FINRA Series 7 and 66 registrations.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataVingle has nearly six years of financial services and marketing experience. Prior to joining LFD, she was a regional sales consultant for CUNA Mutual Retirement Solutions, where she served advisors in the wire and independent planner channels in Los Angeles. Previously, she served in a number of financial advisory roles at Merrill Lynch.
Vingle received a bachelor of arts degree in psychology from the University of Nevada, Las Vegas and holds FINRA Series 7 and 66 registrations.
Yarbrough has close to two decades of financial services experience. Prior to joining LFD, Yarbrough was an external wholesaler with Wells Fargo Advantage Funds, where he focused on supporting advisors from Merrill Lynch, UBS, Morgan Stanley and Wells Fargo throughout north Texas. He has held a variety of roles during his career, including serving as a financial consultant for Charles Schwab & Co., and in sales roles with John Hancock, Fixed Income Securities, LLC., American Funds Distributors, and USAA Investment Management Co.
Yarbrough received a bachelor of applied science degree in psychology from the University of the Incarnate Word, San Antonio. He is a Chartered Retirement Planning Counselor, and holds FINRA series 7, 63, 65 and 24 registrations.
Norton has close to three decades of financial services experience. Prior to joining LFD, she was a district manager for sales of ADP, Fort Lauderdale, Fla. In that role, she was responsible for selling bundled mutual funds through the bank, wire and independent planner channels. Earlier in her career, she held a range of sales leadership positions with Transamerica, CitiStreet, LLC, First Union National Bank, Prudential Retirement Services, and Merrill Lynch.
Norton received a bachelor of arts degree in English, from Richard Stockton College of New Jersey. She holds FINRA Series 6 and 63 registrations.
