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Senior Vice President of Wealth Management and Product Strategy
Senior Vice President, Wealth Management, Ladenburg Thalmann
Paul leads Securities America’s Wealth Management unit, which includes product, income distribution strategy and wealth services offered through corporate parent Ladenburg Thalmann. Paul brings to Securities America a comprehensive background in financial services, a dedication to honesty and hard work, and a burning desire to help Securities America advisors provide the best to their clients.
He began his financial services career as a field representative of Provident Mutual and soon rose to head up their regional management team. His areas of specialty were corporate benefit planning and fee-based investment services. Paul served as an advisor there until joining Securities America in 2003.
In his time at Securities America he has been integral in founding popular programs such as NextPhase™, NextLevel and advisorpod.com for our advisors.
Paul and his wife, Joann, enjoy traveling. Their most exciting trip was to Korea to adopt their son Doc. In his spare time Paul is an avid runner. He is a CFP® and ChFC and holds Series 6, 7, 24 and 63 securities industry licenses.
- CERTIFIED FINANACIAL PLANNER™
- Chartered Financial Consultant®
- Series 6, 7, 24 and 63 securities licenses
Check the background of this investment professional on FINRA’s BrokerCheck.