Trey Caldwell and Michael Nash Join Lincoln Financial Group's Defined Contributions / 401(k) Intermediary Team

Mar 09, 2011, 10:30 ET from Lincoln Financial Group

PHILADELPHIA, March 9, 2011 /PRNewswire/ -- Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group (NYSE: LNC), today announced that Trey Caldwell and Michael Nash have joined its Defined Contributions / 401(k) Intermediary team as regional sales directors.

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In their new roles, Caldwell, and Nash will report to Jim McCrory, divisional sales manager for the Defined Contribution / Intermediary 401(k) team. Caldwell will be responsible for the Dallas, Ft. Worth and Austin, Texas regions. Nash will focus on the New York City and Long Island regions.

Caldwell has more than a decade of sales experience in the financial services industry. Prior to joining LFD, he was a regional sales representative for Guardian where he was responsible for wholesaling retirement plan products in Texas. Throughout his career he has served in other retirement sales capacities with the Hartford, Wells Fargo Investments, and Prudential.

He received a bachelor of science degree in business administration from Louisiana State University and holds FINRA security registration 7, 63 and 65 licenses.

Nash has 22 years of retirement and sales experience. Prior to joining LFD, he served as regional vice president for John Hancock Retirement Plan services in the metro New York area. Throughout his career, he has focused on retirement, investments and pensions with AllianceBernstein Investment Research & Management, Merrill Lynch, Wall Street Access, and New York Life Asset Management.

He earned a bachelor of arts degree in finance from Saint Bonaventure University, St. Bonaventure, NY.

About Lincoln Financial Group

Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. With headquarters in the Philadelphia region, the companies of Lincoln Financial Group had assets under management of $157 billion as of December 31, 2010. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; and comprehensive financial planning and advisory services. For more information, including a copy of our most recent SEC reports containing our balance sheets, please visit

SOURCE Lincoln Financial Group