Paul Metcalfe

Paul A Metcalfe,


Paul is a financial advisor who lives by one simple philosophy – “The best way to predict the future is to create it.” This has guided his career of over 14 years with Raymond James and continues to lead him in helping his clients achieve their long-term financial goals. Guiding clients through the challenging waters of financial planning while helping them follow their life-long dreams and aspirations is a passion and a calling for him.

Throughout his tenure at Raymond James, Paul was primarily responsible for guiding, educating, and building investment strategies for advisors and clients. He gained extensive experience through his roles within the Asset Management Services department, a group responsible for researching an array of viable portfolio options and investment vehicles, prior to becoming an advisor.

He takes a hands-on approach to wealth management and focuses on serving business owners, retirees, and clients from all walks of life. By establishing deep and valued relationships, Paul can gain a comprehensive understanding of his client’s needs and goals and work to enhance and preserve investments through long-term financial solutions.

A University of South Florida graduate, he holds a bachelor’s degree in finance, Series 7, 24, and 66 licenses, is an Accredited Investment Fiduciary®, an Accredited Asset Management Specialist®, and a Certified Exit Planning Advisor. Originally from Manchester, England, Paul now resides in Seminole, Florida where he enjoys spending time with his wife, Jacquelyn, his daughter, Presley, and his dog, Remi. His hobbies include CrossFit, playing golf, and building/racing cars.

AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.