Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Paul is dedicated to helping individuals, corporate executives, business owners, charitable foundations and retirement plans navigate their financial journey. A graduate of Brandeis University with a double major in Mathematics and Economics, Paul began his career at Merrill Lynch Wealth Management in 1999 and has come to acquire the prestigious designation of *Certified 401(k) Professional designation through The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. Paul also holds the *Chartered Retirement Planning Counselor (CRPC®) designation and a is qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing unique defined strategies, which may incorporate ETF's, 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.
*C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc. Chartered Retirement Planning Counselor and *CRPC® are registered marks of the College for Financial Planning
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Financial Times "Top 401 Retirement Plan Advisors"
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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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.