Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Paul understands that wealth management is more than just access to the wide range of financial services and strategies at Merrill—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 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 Wealth Management 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 Counselor) 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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
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.
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.
We understand that both your life and the financial markets can change over time. By 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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
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.
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We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
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.