Deals & People March 26, 2007

Lincoln Taps Two for Adviser Recruiting Arm

Lincoln Financial Network, the retail distribution division of Lincoln Financial Group, has tapped Dee Morgan and David Taksen for its financial planner/adviser recruiting group.
Reported by
A Lincoln news release said that Morgan and Taksen will oversee recruitment of experienced financial services representatives in the Midwest and Northeast, respectively.
Morgan has been vice president of Compass Bank’s Wealth Management Group while Taksen joins Lincoln from Securities America, Inc., where he served as regional director of Branch Office Development.
Before joining Compass Bank, Morgan served as regional vice president at Zacks Investment Management and held several positions with Fidelity Investments, including vice president/branch manager and assistant branch manager, the news release said.
Before joining Securities America, Taksen served as an internal wholesaler with Pioneer Investments and as an investment associate with PanAgora Asset Management.

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