For nearly four decades Paul has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, Paul has dedicated his career to delivering the personalized investment planning services his clients deserve.
Paul began his career as a Financial Advisor in 1987 with L.F. Rothschild in New York City, where he developed his fundamental investment knowledge. He joined Prudential Securities, a predecessor firm of Wells Fargo Advisors, in 1989 and developed an asset allocation approach in providing personalized financial advice for individuals and families. On July 24, 2023, Paul joined Clarity Wealth of Wells Fargo Advisors Financial Network and he is fortunate enough to work with his son Bill, a Senior Vice President - Wealth Advisor. He helps clients manage risk and make informed investment decisions using a balanced portfolio designed for income and growth.
Paul's passion to deliver personalized service to clients developed early on. While growing up in East Meadow, NY on Long Island, his aunt, and uncle, and six cousins all lived around the block, and family was always important to him. He credits his close family environment as a key factor in developing relationships with his clients. Paul holds a bachelor's degree in finance with a minor in economics from Long Island University in Brookville, NY. He received a football scholarship, which allowed him to attend school tuition free.
Away from the office, Paul spends his free time with his wife, E.J. in Naples, FL. They like to dine out as well as entertain at home. Paul and E.J. enjoy plays at the Naples and Marco Players Theaters, where they both volunteer. They are avid dog lovers and rescued three from the Humane Society. Paul especially enjoys golf and biking. Their son Bill, and daughter-in-law, Cristina, live in Naples. Paul and EJ look forward to sharing their time with their grandchildren, Ava, and Luca.
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