Paul Aquila is a Registered Principal and Founding Partner of Shoreview Wealth Management. Paul has over 25 years as a licensed professional in the financial services industry, concentrating on wealth management and capital allocation, and has been an Investment Adviser Representative exclusively with Raymond James since 1999. Prior to forming Shoreview Wealth Management, Paul founded Longview Investments, LLC, a diversified wealth management practice with locations in CT and MA. He began his career in financial services at Webster Bank before joining Raymond James.
Paul has a proven track record working with a diverse clientele ranging from corporate executives to business owners. By having meaningful conversations about what is important to each individual, he assists his clients in achieving their financial goals. Through awareness, knowledge, planning and action, Paul creates strategies for each client and educates them of the pros and cons of investment choices. Paul is committed to upholding the highest level of ethical standards by putting his clients’ needs first in all he does.
Paul is a graduate of Quinnipiac University with a concentration in Accounting and Marketing.
Paul is a licensed professional holding several licenses including his Series 7, 24, 63, and 65.