Paul began his career in the financial services industry at Morgan Stanley in 2016, focusing on financial planning and risk management. Paul joined The Fort Lauderdale Group in 2021, earning the designations of Portfolio Manager, Financial Planning Specialist and Qualified Plan Financial Consultant, QPFC®. Since 2022, Paul was named to Morgan Stanley’s Pacesetter’s Club, a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first-class client service.
Services Include
- Financial Planning
- Professional Portfolio Management
- Corporate Investment Solutions
- Corporate Pension Plans
- Qualified Retirement Plans
- Business Succession Planning
- Estate Planning Strategies
- Trust Services
Securities Agent: GA, MA, RI, MT, VA, WA, VI, TX, TN, SC, PA, OH, NY, NV, NJ, NH, NC, MI, ME, MD, KS, IN, IL, FL, DE, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1891490