For more than 29 years, Paul has been dedicated to creating comprehensive financial strategies and implementing dynamic asset allocations customized to each client’s goals, needs and risk tolerance. He serves executives, entrepreneurs and individuals who are approaching significant life events, such as retirement or the sale of a business.
In addition to identifying risks and opportunities, Paul considers it vital to carefully listen to clients’ needs and remain flexible in his approach. “Between the changes in my clients’ lives and the ever-changing investment environment, I make it a priority to stay attuned to my clients’ goals and the best strategies for pursuing them,” Paul says.
Paul is a skilled problem-solver who is adept at employing creative solutions for even the most complex financial situations. Throughout it all, his clients’ financial well-being is his highest priority.
He serves as an advocate for his clients, informing and educating them on financial and investment matters so they may make better decisions in their lives throughout any kind of economic and market environment.
Paul joined Raymond James in 2019 after working as a financial advisor at Edward Jones for nearly 27 years. He is a graduate of the University of Houston-Clear Lake. Active in the community, Paul serves on Trust Fund Distribution Committee of the Girl Scouts of Eastern Missouri.
Paul is originally from Houston and lives in Kirkwood, Missouri. He relishes spending his days off with his wife, Melissa, and their children, Samuel, Mia, Maggie, Nio and Sofia. He also enjoys traveling, partaking in triathlons and playing tennis. “I believe we are blessed to have our family and friends,” Paul says. “We should honor them by being a blessing to others.”
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program