• Paul Biggins, CIMA®

    Managing Partner, Biggins Wealth Services

    Investment Representative, RJFS

With more than 36 years of experience in financial planning and investment management, Paul Biggins has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Paul understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Paul will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Paul endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Paul designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Paul puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Paul began his career in financial services in 1983 with Dean Witter Reynolds. Prior to joining Raymond James in 2018, he spent 9 years as a Senior Vice President and Senior Portfolio Manager with UBS Financial Services.

Paul is a native of Ohio. He attended Miami University, Oxford, Ohio where he received his BS in Business Administration. Paul has earned the Certified Investment Management Analyst (CIMA) designation through classroom instruction at the Wharton School of Business at the University of Pennsylvania. He is an active member of the Investments and Wealth Institute. Paul is married to Nora and they have 3 children. Away from the office, Paul enjoys reading, golf, and travel.

Investments & Wealth Institute (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.