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About Us
Paul Smith
CERTIFIED FINANCIAL PLANNER™
Vice President, Investments
Direct: 877-390-3598
Experience Before joining Raymond James in 2007 as a VP/Investment & Branch Manager, Paul worked at Janney Montgomery Scott LLC for over 23 years where he served as a financial advisor, sales manager and branch manager in the Edison NJ office. During his professional tenure over the past 26 years, Paul obtained his Series 7 General Securities License, his Series 63 State Law license, his Series 8 General Securities Principal license, & his Series 65 Uniform Investment Advisor Law license. Education Paul graduated from Ursinus College (Collegeville, PA) in 1982 with a Bachelor of Science degree having majored in Psychology & minored in both Business Administration and Finance. In 1997, Paul began seeking professional designations and began the coursework requirements to earn his CERTIFIED FINANCIAL PLANNER™ professional designation. In 2005 he passed the CFP® certification exam. Also during 2005 through 2007, Paul attended the Securities Industry Institute held over a three week period at Wharton - The University of Pennsylvania and sponsored by SIFMA. A firm believer in continuing education and a requirement to maintain his hard-earned professional designations, Paul continues to participate in continuing education opportunities as provided by Raymond James at its conferences and by the industry.
Paul grew up in Springfield (Delco), Pennsylvania. He moved to Metuchen NJ after graduating from college and moved in 1997 to the Skillman section of Montgomery Township NJ where he currently resides with his wife Laura and their four children, Rebecca, Julie, Andrew & Natalie. About Raymond JamesRaymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney. For more information, visit raymondjames.com. SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. |
902 Carnegie Center
Suite 320
Princeton, NJ 08540
Phone: 609-750-3000
Fax: 866-208-0576
Toll-Free: 888-711-4362
Direct: 877-390-3598
Contact Us
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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CFP® | CERTIFIED FINANCIAL PLANNER™ | |
