Former Lincoln Financial Executive leads the National Account Team focused on Widening SDBA Model Portfolio Distribution
The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced that Paul Lockwood has joined the leadership team as Executive Vice President of National Accounts.
Paul has extensive experience in strategic planning, business development, product management, and relationship building with key distribution partners in the Wirehouse, Independent, Direct and RIA channels. He comes to TPFG most recently from Lincoln Financial Network, part of the Fortune 200 Lincoln Financial Group, where he was Head of Strategic Partnerships for over nine years. At Lincoln, he directed over 75 strategic partnerships across Mutual funds, ETFs, Alternative Investments, Annuities, Retirement Plans, 529 Plans and TAMPS.
Prior to Lincoln, Paul was Head of National Accounts at Equinox Fund Management and a Director of Relationship Management at Merrill Lynch.
"We have big ambitions to grow our turnkey asset management platform and model portfolio marketplace", says TPFG Co-CEO Megan Meade. "Adding someone with Paul's experience and pedigree aligns well with the talent and expertise of the current team and elevates our National Accounts efforts. We're fortunate to have him and are excited to see him drive broader distribution of SDBA and our entire solution set."
Paul received his master’s degree from La Salle University and has earned his Series 7, Series 24, and Series 63 FINRA certifications.
Added Lockwood, "I'm really energized and excited to be joining the TPFG team. Their capabilities in the Self-Directed Brokerage market are well known and highly regarded, which is what drew me to this new opportunity. I look forward to helping drive the next wave of growth for the firm.”