Consumer Behavior & Banking Engagement

Lincoln Financial Names Todd Lacey Head of Institutional Sales

Lincoln Financial Group (NYSE: LNC) today announced the appointment of Todd Lacey as Senior Vice President, Head of Institutional Sales for Retirement Plan Services (RPS). In this role, Lacey will lead Lincoln’s institutional sales organization for its retirement business, with a focus on deepening consultant relationships and supporting long-term growth.

Lacey brings more than 25 years of experience in the retirement industry, with a strong track record of building and leading high-performing sales and business development teams. He joins Lincoln from Financial Finesse, where he most recently served as President of the independent financial wellness firm and was responsible for firmwide operations and strategic growth.

Previously, Lacey served as chief revenue officer and board member at Stadion Money Management, where he led revenue-generating functions across sales, marketing and product. Earlier in his career, he held a variety of senior leadership roles at Transamerica, including Executive Vice President of business development for retirement and Executive Vice President of strategy and corporate development. He also was Founder and President of The (k)larity Group, an independent retirement plan consulting firm based in Athens, GA.

“As we continue to execute our strategy and strengthen our position in the retirement market, Todd’s leadership and deep industry expertise will be a valuable addition to our team,” said Jason Crane, Senior Vice President and President of Retirement Plan Services. “He brings a strong client-centric mindset, a broad network of partnerships and a clear focus on execution that will help us continue to build momentum across our organization.”

Lacey holds a bachelor’s degree in psychology from Miami University in Oxford, Ohio.

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