Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
51
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Investments

Interests

Paul is an avid reader who reads 5 newspapers a day, non-fiction books, and biographies. Paul enjoys watching football and boxing, but his favorite sport is Major League Baseball, and he is a fan of the Baltimore Orioles. Another of Paul's hobbies is performing stand-up comedy, where he appeared at several comedy clubs and country clubs in Connecticut.

My photos

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