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Who We Are
What We Do
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Interesting Facts About Us
Paul has over 24 years in the Financial Services industry, having spent 19 years working in Merrill Lynch’s Private Client Group. He obtained his Certified Financial Planner ™ designation in 2005 through a desire to further his financial planning expertise.
Paul began his investment management career with Merrill Lynch over 20 years ago. Having worked for a brokerage company, a trust company and a Registered Investment Advisor (RIA), he values the fiduciary relationship he has with his clients.