Linda Bellomy, CFEI
Vice President, Retirement Plan Advisor
Linda Bellomy joined Ancora Retirement Plan Services in October 2016. She has more than twenty years’ experience with retirement plan enrollments and education. Mrs. Bellomy has an extensive background in Human Resources, giving her a unique perspective in dealing with Plan Sponsors and their circumstances. She has worked for several vendors including most recently her 12 years with John Hancock.
At John Hancock, Linda was a part of a Top Ten Sales team for her entire tenure. She has extensive knowledge and expertise in client service and retention, retirement readiness, and the 401(k) sales process, having conducted thousands of enrollment, education, and review meetings in her career. Linda works closely with plan sponsors to identify goals and objectives to ensure both plan and participant success. Linda has her State of Ohio Life and Health Insurance license. She holds FINRA Series 63 and 6 registration and is a Certified Financial Education Instructor (CFEI).