Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Along with a team of specialists, I provide goals-based wealth management to entrepreneurs, business owners, soccer coaches, soccer players and families.
I began my financial services career in 1990 in the United Kingdom and moved to the United States in 1996. Living and working in Beverly Hills, California, I provide access to the investment insights of Merrill Lynch and banking convenience of Bank of America to help address the various aspects of your financial life.
Prior to my career in wealth management, I was an NCAA and NAIA Head Men’s Soccer Coach and soccer business owner. I currently coach two AYSO United youth soccer teams in Los Angeles and I am the assistant coach for a local Jewish High School team. When not coaching soccer, I am either watching both of my sons play the beautiful game or adding to the 1000+ soccer games that I have refereed at all levels.
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 firstname.lastname@example.org, call me at (310) 858 4642 or message me and we can jump on a 15 minute Webex together. Here's my website: https://fa.ml.com/california/beverly-hills/paul-walmsley/
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as American Youth Soccer Organization, PTA and other volunteer work.
University Of Aberdeen
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Wealth Management Lending Officer, NMLS #22594
We offer you access to the investing insights of Merrill Lynch 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.