WMG Financial Advisors
Meet the WMG FINANCIAL ADVISORS Executive Team:
D. WILLIAM BERGNER
Registered Principal, Lincoln Financial Securities
D. William Bergner began his business career in 1987 as a tax accountant for KPMG Peat Marwick. He entered the financial services business in 1989 with MetLife where he was a managing partner until 2002 when he founded the Wealth Management Group. Bill has earned the CLU, ChFC, CRPS, CRPC and AEP designations and is finishing up the prestigious MSFS. Bill is a member of MDRT Top of the Table and a sustaining Premier Partner with Lincoln Financial.
JAMES F. ALDMON
Registered Representative, Lincoln Financial Securities
Jim Aldmon is the vice president of operations for WMG Companies and a registered representative with Lincoln Financial Securities. After a successfull career as a business owner and a corporate executive, he began his career in the financial service industry in 2004. Jim Aldmon is a native to the Knoxville area and earned his bachelor degree from the University of Tennessee in Business Administration. Today he works with our strategic partners to provide clients with personalized financial solutions.
CHARLES W. SELLS
Registered Representative, Lincoln Financial Securities
Charles W. Sells began his business career in 1987 as a tax accountant for KPMG Peat Marwick. He entered the financial services business in 1989 with MetLife where he was a managing partner until 2002 when he founded the Wealth Management Group. Bill has earned the CLU, ChFC, CRPS, CRPC and AEP designations and is finishing up the prestigious MSFS. Bill is a member of MDRT Top of the Table and a sustaining Premier Partner with Lincoln Financial.
ELIZABETH C. DEWAN
Registered Assistant, Lincoln Financial Securities
Elizabeth DeWan graduated from the University of Tennessee’s Business School in 2008 and began her career in the financial field with WMG Financial Advisors the same year. Elizabeth has since earned her life, representative, and pirncipal licenses.