Paul,

With more than 25 years of experience in financial planning and investment management, Paul Alegi has knowledge and perspective to help you with your financial goals. 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 strive to be with you every step of the way, offering sound advice and customized financial strategies 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 some of the industry’s most comprehensive resources. His investment process considers your investing experience, your expectations for returns, your tolerance for risk, and the performance of your investment strategy.

Based on what he learns about you and your goals and an analysis of the current financial markets, Paul designs a customized investment strategy based on recommendations made 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 reviews its performance for opportunities to adapt to life changes and new goals.

Paul began his career in financial services in 1997, and he previously spent 25 years with Merrill Lynch, Transamerica and OppenheimerFunds. Today, Paul provides financial and estate planning through the use of equities, fixed income securities, managed money and 529 education savings plans and more through Raymond James.

A native of Washington, D.C., Paul resides in Siesta Key, Florida, with his wife, Amy, and their children, Andrew, Grace and Catherine. Away from the office, Paul also enjoys family ski trips to their cabin in Vail, Colorado, golfing with family and friends and exploring all the Gulf Coast has to offer on his jet ski or kayak.