Sheree L. Lavelle is the regional marketing director for Lincoln MoneyGuard® solutions covering Southern California and Hawaii.
She joined the MoneyGuard team in 2008 to manage MoneyGuard distribution in Maryland, Delaware, and Central Pennsylvania. In her role as regional marketing director, Sheree assists financial advisors and their clients in long-term care planning. Her team takes a hands-on approach to protecting client portfolios from long-term health expenses in retirement.
Prior to joining this team, Sheree was a federal relations associate in the Washington, D.C., office of Legislative and Regulatory Affairs for Lincoln National Corporation.
She holds a CLTC designation, FINRA Series 6 and 63 licenses, and maintains Life, Accident and Health licenses in California and Hawaii.
Sheree is a graduate of Villanova University, magna cum laude, with a dual B.A. in Political Science and French.