Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Paul understands that wealth management is more than just access to the wide range of financial services and strategies at Merrill Lynch—it is how those services and strategies are developed and delivered to help you achieve your financial goals.
Paul's approach to wealth management starts first by listening. Only after understanding your needs, wants and aspirations is a plan developed and presented. The goal is to have all key aspects of your financial life properly managed and working in concert.
Paul calls upon the advisory and investment brokerage capabilities of his team to put that plan into action. Paul’s experience, credentials and client focused approach to investing and wealth management make him a consummate professional who is dedicated to helping his clients for the long term.
Paul is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
His areas of focus include retirement planning strategies for individuals and businesses, and wealth management for high net worth families. His clients include Health care professionals, corporate executives, business owners and retirees. Paul believes asset allocation, portfolio rebalancing and regular reviews are essential in helping his clients pursue their investment goals. Asset allocation does not ensure profit or protect against loss in declining markets.
Paul started in the financial services industry in 2008 and joined Merrill Lynch in 2010. He graduated from the University of South Florida with a Bachelor's degree in Psychology, and holds the professional designation of CRPC® (Chartered Retirement Planning CounselorSM) awarded by the College for Financial Planning. Additionally, Paul holds his Life/Health, Annuity, and Long Term Care insurance licenses.
He and his son, Marshall, reside in Lakewood Ranch. Paul enjoys working out, golfing, and spends his free time with his pets and volunteering his time for animals in need.
University of South Florida
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Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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 Lending Officer, NMLS #277225
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. 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.