Paul Cantrell has been serving the financial needs of corporate executives and business owners for more than 18 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and help to provide viable strategies for every element of the wealth management equation.
With the support of the experienced professionals at Raymond James, Paul works diligently to help you develop both your personal financial plan and a detailed investment strategy. Paul's planning-based approach is designed to help you meet current financial needs while working toward future goals; help mitigate tax liabilities and address estate issues; gain better control of discretionary expenses; and help reach your long-term financial goals.
He worked mostly full time at Chateau Elan Winery and Resort while working towards his Economics degree at the University of Georgia. That instilled in him hard work, good communication and customer service skills that help him serve clients today. While at the University of Georgia, he also played for the University's rugby team and was the team treasurer. He also served as President of the University's Economics Club. Paul earned a financial planning certificate from the University of Georgia in 2012. He has held the Series 7 License since 2000, and is also Series 24, 66 and 31 licensed.
Paul serves as a Member of the Steering Committee of Leadership North Fulton. He is the co-founder of the Warrior Weekend Project which helps improve the homes of veterans in the North Fulton community, and donates time with the SIFMA Foundation’s Invest It Forward™ campaign by speaking to students in grades one through twelve in the State of Georgia.
Originally from Gainesville, Paul currently resides in Roswell, Georgia. He enjoys spending time with his wife, Heidi, who is a clinical pharmacist, and their three children. When he is not working with clients, Paul enjoys golf, tennis, traveling and coaching his kids in rugby.