Paul is a Private Wealth Advisor, Managing Director and Co-Founding Principal for the NewEdge Wealth office in Fort Lauderdale, Florida, serving high-net-worth individuals, families, business owners and nonprofit organizations. He specializes in helping clients navigate complex wealth management needs, including investment management, estate and trust planning, complex derivative transactions for clients, philanthropy and lending strategies.
Prior to joining NewEdge Wealth, Paul spent more than 15 years with Bank of America, where he held a variety of roles before joining the Private Bank in 2015. During his tenure, he advised affluent families and institutions on sophisticated wealth planning solutions and was recognized as a top producer. He was also featured in Insider Magazine for his industry accomplishments.
Paul earned a BBA in Finance and Investment Management from the University of North Florida. He has been actively involved in his community, serving on the boards of the NSU Art Museum of Fort Lauderdale and the One East Society. He is also a member of the Greater Fort Lauderdale and Greater Miami Chambers of Commerce and supports numerous charitable organizations throughout South Florida.
Paul and his wife live in Plantation, Florida, with their three children. An Eagle Scout and entrepreneur, he enjoys golfing, boating, fishing, scuba diving and spending time with his family.
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