Paul Marconi is a Financial Planner with Raymond James, serving clients in Northwest Indiana. He believes that the foundation of a successful client-advisor relationship is built on trust and mutual respect, and he is deeply committed to helping his clients achieve their long-term financial goals. With a comprehensive approach to wealth management, retirement planning, education savings, risk management, and estate planning, Paul works with individuals, families, and businesses to craft strategies tailored to their unique needs.
Leveraging the extensive resources of Raymond James, one of the largest independent financial services firms in the industry, Paul provides personalized guidance and custom financial solutions. He is dedicated to delivering exceptional service and aims to be his clients’ trusted wealth advisor for life.
Prior to entering the financial services industry, Paul gained valuable experience in the medical device and capital equipment sectors, where he served as a Regional Director of Sales. He earned his undergraduate degree in Economics from the University of Iowa.
A proud native of the Chicagoland area, Paul now resides in Northwest Indiana with his wife, Kaitlin, and their two children, Henry and Amelia. Outside of his professional life, he enjoys golfing, skiing, fishing, and, most importantly, spending quality time with his family.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.