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Paul G. Walmsley

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Profile

I hold the Certified Divorce Financial Analyst® designation and I will help you navigate the financial complexities of divorce.  As a financial advisor with Merrill Lynch Wealth Management in Beverly Hills, along with a team of firm specialists, I provide goals-based wealth management to entrepreneurs, business owners, executives and start ups.


I began my financial services career in 1990 in the United Kingdom. Living and working in Beverly Hills, California, I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of your financial life. Utilizing my 36 years of soccer coaching experience, I work with my clients putting together an overall strategic financial game plan, making tactical adjustments along the way in order to help them reach their financial goals. 

Prior to my career in wealth management, I was an NCAA Head Men’s Soccer Coach and soccer business owner. I am the Assistant Men's Soccer Coach for Yeshiva University Los Angeles (YULA) high school and coach my two sons in the Beverly Hills Region of AYSO. When not coaching soccer, as an Advanced Referee, I enjoy adding to the 1200+ soccer games that I have refereed at all levels. I played soccer for the University of Illinois winning the National Collegiate Club Championship in 1988.

Let’s connect, whatever your personal goals may be. I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.

Email me at paul.walmsley@ml.com, call me at (310) 858 4642 or we can jump on a 15 minute video call together.

  • EDUCATION

    University Of Aberdeen

Professional Staff

Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Nitasha K Kriplani

Nitasha K Kriplani

Wealth Management Banking Specialist

Merrill Lynch

Ryan T. Aikens, CRPS®, CPFA®, C(k)P®

Ryan T. Aikens, CRPS®, CPFA®, C(k)P®

Employee Benefits Specialist

Merrill Lynch

Vahe Saroian

Vahe Saroian

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #633121

Past Events

The Masters Preview

November 10th, 2020|4:00 PM - 4:45 PM EST

Mark your calendars to join Bank of America for an exclusive look at the 2020 Masters.

As anticipation builds on the grounds of the most storied course in all of golf, Augusta National Golf Club, guests will enjoy an insider’s take on what will truly be a unique major championship. Past Masters champions will share their thoughts on what it may take to capture the coveted green jacket.

Please register here  by Monday, November 9th.

    Where do we begin? It starts with you.

    At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

    Understanding Your Life

    Paul G Walmsley

    Walmsley_Paul_5884_135x135.jpg

    I hold the Certified Divorce Financial Analyst® designation and I'm located in Beverly Hills, CA. My role is to help you and your legal team understand how the financial decisions you make during divorce will impact your financial future, based on certain assumptions. 

    As a financial advisor with Merrill Lynch Wealth Management in Beverly Hills, CA, when you and your family succeed, I succeed.

    I take the time to ask hard, smart questions and to listen carefully so that I can understand exactly where your wealth stands today and where you’d like it to be tomorrow.

    We then work together to design, implement and track a customized wealth management strategy, that helps you and your family pursue your personal financial goals without unnecessary investment risk.

    My wealth management approach is about providing a steady hand at the wheel, helping you navigate along your financial journey, so that your financial goals turn into reality. Divorce can be very stressful. I've been there, done that.... I know what to expect and will help you along the way.

    Philosophy

    Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situations can be helpful. Even if you’re accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.

    Approach

    Helping you pursue your goals starts with getting to know you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities. My process offers a flexible framework we can call upon to help you identify and prioritize your personal and professional financial goals, including areas such as education funding or your lifestyle in the future. I offer potential solutions to provide the “fit” that may best serve your objectives, risk tolerance, time horizon and liquidity needs. I help you understand fees and expenses associated with your accounts.

    Capabilities

    In 1914, Charles Merrill said, “The interests of our customers must come first.” That’s a commitment that we still honor today. I feel Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. With the investment insights of Merrill, and with access to the banking convenience of Bank of America, I can deliver services that can help you address virtually every financial challenge you face.

    Focus On High-Net-Worth Individuals and Families

    We’re fully versed in the many issues that affect wealth management. No matter what your short- and long-term goals may be, we’ll begin by getting to know you as we explore the following seven priorities together:

    • Health: Managing healthcare expenses, now and in the future
    • Home: Upsizing, downsizing, remodeling or buying a vacation home
    • Family: Taking care of your family and other people in your life
    • Leisure: Spending your free time in meaningful ways
    • Giving: Volunteering, mentoring and giving to charities
    • Work: Working in retirement, selling or starting a business
    • Finance: Bringing it all together; defining your financial goals
    We work closely with other professionals to help clients pursue their wealth management goals, drawing on the investment insights of Merrill and offering access to the banking convenience of Bank of America as we do so.

    Your approach to investing

    Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

    Understanding your goals and priorities

    Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

    Your Financial Approach

    We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

    FAMILY
    Taking care of your family and other people in your life
    • Trust & Estate Planning Services4
    • Education Funding1
    • Insurance3
    HEALTH
    Planning for healthcare expenses now and in the future
    • Long-term Care Insurance3
    • Health Savings Account2
    • Disability Insurance3
    HOME
    Upsizing, downsizing, remodeling or buying a vacation home
    • Home Loans2
    • Home Equity Lines of Credit2
    • Securities-Based Lending2
    • Credit Cards2
    WORK
    Working in retirement, selling or starting a business
    • Bank of America Business Banking2
    • Exchange Funds1
    • Concentrated Stock Management1
    • Succession Planning1
    LEISURE
    Spending your free time in meaningful ways
    • Credit Cards2
    • Securities-Based Lending2
    • Structured Lending2
    GIVING
    Volunteering, mentoring others and giving to charities
    • Donor-Advised Funds4
    • Private Foundations4
    • Charitable Trusts4
    FINANCE
    Using your finances to bring it all together
    • Merrill Investment Accounts1
    • Investment Advisory Accounts1
    • Alternative Investments1
    • Exchange-Traded Funds1
    • Mutual Funds1
    • Closed-end Funds1
    • Fixed Income Products1
    • Options1
    • Annuities3
    • Impact Portfolios1
    • Market-Linked Investments1
    • Securities-Based Lending2
    • Margin1
    • Home Loans2
    • Bank of America Checking and Savings Accounts2
    • Credit Cards2
    • Online Account Access1,2

    1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
    2 Banking, mortgage and home equity products offered by Bank of America, N.A.
    3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
    4 Trust and fiduciary services are provided by Bank of America Private Bank.

    Staying on Track

    We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.


    Periodic reviews to help you
    stay on track

    We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


      Monitoring changes in your life
      and to your goals

      Your life and goals change. As these changes occur, we can update your approach to reflect them.

      Wealth Management Your Way

      MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

      Your advisor is a click away within our site or mobile apps

      You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

      Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

        Let’s Have a Conversation

        Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

        Why Merrill?

        As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


        Merrill_Capabilities_Brochure.png  

        We put you first, every day.
        Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

        Personalized advice from a dedicated financial advisor.

        We get to know you and your family, your financial situation and what matters most to you.

        A comprehensive approach, built around your life’s priorities.

        Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

        Adjusting your investment approach as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.