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Paul Waldeier
Vice President, Ria Distribution @Lincoln Financial
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WORK HISTORY
Vice President, Ria Distribution @Lincoln Financial
Radnor, PA, US
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates.
EDUCATION
The Wharton School
Securities Industry Institute Leadership Development Program
Lehigh University College of Business
Bachelor of Science - BS
Fox School of Business at Temple University
MBA, Dual Concentration: Finance & Strategic Management
ABOUT PAUL WALDEIER
I lead Lincoln’s national strategy for delivering fee-based insurance solutions to Registered Investment Advisors (RIAs), helping advisory firms integrate scalable, fiduciary-aligned annuity planning into their practices.Since joining Lincoln in 2011, I’ve held multiple sales leadership roles across the organization, driving growth, innovation, and advisor engagement. Today, I’m focused on expanding our direct-to-RIA platform, building strategic partnerships, and delivering customized solutions that meet the evolving needs of independent advisors.Lincoln is deeply committed to the RIA channel, investing in organizational capabilities that make annuity planning more accessible and scalable. From dedicated RIA-focused teams to enhanced digital integration and advisor-centric platforms, we’re helping firms deliver better client outcomes with efficiency and confidence.With 20+ years in financial services, I bring a collaborative leadership style, a passion for education, and a deep understanding of advisor behavior and distribution strategy. I hold a BS from Lehigh University, an MBA from Temple University, and several professional designations including CFP®, ChFC®, and CFS®.Outside of work, I’m an advocate for financial literacy and enjoy mentoring emerging leaders in the industry.Let’s connect if you’re passionate about transforming the advisor experience or exploring how Lincoln can support your practice.
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