About Paul G Skaf
Paul Skaf is a CERTIFIED FINANCIAL PLANNER™ (CFP®) who brings more than 25 years of wealth planning and investment management experience to the service of the team’s clients. As a founding partner of The Petrizzo Skaf Group, Paul focuses primarily on delivering balanced investment strategies within comprehensive wealth management plans. Maintaining relationships for decades, he stresses the need to monitor and adapt plans as his client’s progress through the different financial stages of their lives. Thanks to the trust those clients have placed in him, Paul has been recognized among Forbes Best-in-State Wealth Advisors annually since 2022.
Paul graduated from SUNY Stonybrook with a bachelor’s degree in multidisciplinary studies and has worked to expand his financial education ever since. In addition to his CFP®, he has taken a multitude of rigorous courses in financial planning, professional money management, 401(k) plan management, and retirement and estate planning strategies. The range of this training is particularly useful in his work helping corporate executives manage incentive compensation, including the exercise of stock options, hedging and diversification.
Prior to joining Morgan Stanley in 2003, Paul spent seven years working at Wachovia Securities (formerly Prudential Securities), where he was awarded the title of Managing Director. Earlier in his career, he worked at Morgan Stanley Dean Witter, where he received the National Sales Director Award.
Paul lives with his wife, Jody, and their children, Joseph and Sophia, on the North Shore of Long Island, in Roslyn, New York. In his free time, he enjoys traveling, cooking and golf.
Disclaimer:
2022, 2023. 2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2022. 2023, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Securities Agent: IN, HI, DC, CO, CA, AL, VA, PA, NE, MT, MD, OR, SC, NH, MO, IA, WI, TX, NV, VT, UT, PR, NM, MA, AR, TN, MN, KY, WA, OH, MI, GA, NJ, NC, IL, ID, DE, CT, AZ, WV, RI, KS, FL, ME, NY; General Securities Representative; Investment Advisor Representative
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