Paul Davis
Paul Davis helps successful families and business owners simplify complexity and achieve clarity in their financial lives. Based in Leawood, Kansas, Paul delivers personalized wealth management strategies built on disciplined planning, education before action, and proactive follow-through. His approach emphasizes transparency and confidence so every decision strengthens your ability to achieve your financial goals.
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After graduating from Utah State University, Paul began his financial services career in Phoenix before moving to Kansas City with his wife, Belmina, and their son, Benjamin. Shortly after relocating, they welcomed their second child, Hana, to their family.
Paul earned the Chartered Retirement Planning Counselor™ designation in 2023 and leverages Merrill’s institutional research, technology, and cybersecurity to help provide clients with a secure, integrated experience. He coordinates with firm specialists in banking, lending, tax, and estate planning strategies to help ensure every piece of your financial life works together.
Paul believes that informed decisions lead to financial confidence and success and invites those seeking a trusted advisor to connect.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
You deserve advice that's clear, disciplined, and focused on what matters most to you. This philosophy explains how I work and what you can expect—so everything stays transparent and consistent.
My Core Promise
Clients come first. Every recommendation connects back to the plan we build together. I prioritize clarity and education before action, so decisions feel informed and comfortable. Success is measured by the quantifiable progress we make toward your goals and the confidence you feel along the way. You'll always have easy access and timely responses from me.
Core Pillars
- Planning First — Your goals (both financial and personal) are the compass. Whether you're aiming for a specific outcome like retiring at a specific age or simply want to feel less burdened by financial decisions, we build a plan that reflects your values and priorities.
- Education Before Action — You'll see the pros and cons of every option we explore, and we'll talk through how those trade-offs relate to your goals. Over time, you'll be able to explain not just what we're doing, but why it makes sense for you.
- Disciplined Follow-Through — Good advice only works if executed. I take ownership to make sure all actions are documented, confirmed, and revisited until complete.
- Accessible & Responsive — I want you to feel comfortable reaching out anytime, whether it's a quick question or a major update. During business hours or after, I'll respond as soon as I can, and we'll connect in the way that works best for you: in person, video, phone, text, or email.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
