Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
208 GOLDEN OAK COURT
VIRGINIA BEACH, VA 23452
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Paul and his wife, Kim, reside with their dog, Kasey, in Norfolk, Virginia, where they enjoy the opera, the symphony, art shows, movies at the Naro Theatre, hiking and traveling and are active members and Deacons of Freemason Street Baptist Church. Paul volunteers with the Norfolk Street Choir and is the Vice-Chair of the Executive Committee for the Virginia Opera. Paul graduated cum laude from Vanderbilt University with a bachelor's degree in chemical engineering and earned an MBA from Washington University.
Paul holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., the Chartered Life Underwriter® (CLU®) designation and the Chartered Financial Consultant® (ChFC®) designation. Paul has been with Merrill Lynch Wealth Management since 2009 and has extensive experience in retirement income planning and estate planning services, helping him to offer sophisticated financial strategies.
FINANCIAL REVIEW: We begin our relationship with each client with a thorough financial review to help ensure that we understand your needs and that your family’s financial future is assured.
PERSONALIZED SERVICE: Our team limits our number of clients to help ensure that we have the time necessary to communicate frequently so we can understand their specific goals and aspirations. This communication forms the basis of the financial and life strategies we provide.
PORTFOLIO MANAGEMENT: Our investment process is based on the finest Bof A Merrill Lynch Global research, tailored to the goals and aspirations of each client. The portfolios are dynamic and are adjusted for changing market conditions and client goals.
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.
Washington University in Saint Louis
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 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
*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.