With more than 35 years in the financial services industry, Paul leads our team alongside Nadine Wilkes. He provides comprehensive financial planning services for our clients with a specialty in helping multigenerational families plan for and carry out their legacies. Honest and an innovative thinker, Paul enjoys thinking of creative strategies to help clients navigate the complexities of their financial life.
Paul has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Paul was originally a first vice president and assistant branch manager with Raymond James before becoming a senior vice president with Paine Webber, which was acquired by UBS in 2000. Paul later rejoined Raymond James in 2008. He attended Kent State University, where he played collegiate soccer, and Cleveland State University, where he earned a bachelor’s degree in political science.
Paul continues to enjoy playing soccer and has coached several competitive boys’ and girls’ teams throughout the years. He is an active volunteer with several organizations and initiatives in his community, including the BUG (Bring Up Your Grades) Run and Christmas in Immokalee.
Paul has also been an active member of Kiwanis for 30 years.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.