Vice President, Retirement Plan Advisor
Linda Rafal has been running the operations side of Source Companies since 2001 and now serves as Vice President for Ancora Retirement Plan Services. Source merged with Ancora in 2016 to form Ancora Retirement Plan Services. Linda also manages the client services associates and handles any non-routine service. Ms. Rafal has a strong background in the financial services and life insurance industries with over 30 years of industry knowledge and experience.
She was with the Equitable Life Assurance Company for 16 years early in her career, and from 1985 to 2000, she worked for an independent life insurance broker, gaining valuable experience with a large number of insurance carriers. Linda has her State of Ohio Life and Health Insurance license. She holds FINRA Series 99 registration.