Paul Tedeschi, CFP®, MBA Senior Vice President, Investments Managing Director

As a Senior Vice President, Investments and Managing Director affiliated with Raymond James & Associates since 2007, Paul is dedicated to helping clients create and implement a sound plan for navigating the financial markets and life. A good listener, he strives always to incorporate a client's needs and goals into every step of the financial planning process.

After earning a bachelor's degree from Philadelphia's Saint Joseph's University and obtaining an M.B.A. with a concentration in global finance from the Thunderbird School of Global Management, he worked as Senior Assistant Controller for Marriott International, where he supervised financial statements and oversaw all audit protocol for various Marriott Properties. Paul obtained his Certified Financial Planner™ certification in 2010 and is committed to ongoing education for the benefit of his clients.

Paul has been recognized on the Forbes list of Best-in-State Advisors in 2019.* He also was recognized in 2016 as a top 40 advisor under 40 by On Wall Street.**

Originally from Philadelphia, Paul now lives in Cherry Hill, New Jersey with his wife Lianne, two daughters Loella and Amelia and son, Raffaele. When he's not at work, Paul enjoys fishing, golfing and spending time with his family.

*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

** Each year On Wall Street ranks the highest-producing advisors in wealth management who are under 40. Forty advisors were chosen for the list. Nominees for the rankings were 39 or younger, and were registered with an advisory firm in the employee channel. Production totals were used to determine the rankings. Nominees’ information was confirmed with their employers. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. On Wall Street is not affiliated with Raymond James.

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.