Dee Morgan, David Taksen latest tapped in campaign to win more affiliates. Lincoln Financial Network (LFN), the retail-distribution division of Philadelphia-based Lincoln Financial, has hired Dee Morgan and David Taksen to help with a stepped-up drive to attract new advisors to the platform.

LFN offers a variety of different affiliation models to independent brokers and financial planners.

"The significant experience Dee and David bring to the table will enable [LFN's] advisor recruitment team to expand its efforts to recruit and partner with qualified, successful financial representatives who are focused on helping their clients create and protect wealth for the future," says LFN head Robert Dineen.

Reunion

Taksen will oversee recruitment of financial planners and advisors in Lincoln's northeastern-U.S. market area; Morgan will do the same thing in the Midwest.

Chris Flint, head of advisor recruiting at LFN, says hiring Morgan and Taksen is in keeping with "significant investments" the firm has made to build out its national recruiting team. "I'm confident that Dee and David will help us achieve our goals," he says.

Flint joined LFN from Omaha-based Securities America last summer. With Taksen and Morgan aboard, Lincoln FN now has six recruiters; three of them, including Taksen, from Securities America.

Taksen has also worked at Pioneer Investments and PanAgora Asset Management.

Morgan comes to LFN from Birmingham, Ala.-based Compass Bank 's wealth-management group. Before that, he worked at Zacks Investment Management and Fidelity Investments.

In another development out of Lincoln, the company is in the early stages of rolling out a "Unified Product Portfolio" consisting of life-insurance, annuity and linked-benefit products. The new product portfolio is designed to offer solutions to baby boomers no matter where they may be in what the company calls "the retirement-wealth cycle."

In addition to providing insurance, annuities and investment products in addition to financial-planning and advisory services, Lincoln owns three television stations, 17 radio stations and a sports production and syndication business. -FWR

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