Paul Davis builds strong relationship with clients to help them achieve their financial goals. Based in Kansas City at Merrill, he offers personalized wealth management strategies tailored to each client's unique needs and aspirations. Paul's approach emphasizes clear communication and education, empowering clients to take control of their financial future.
Paul's journey to financial advising began after graduating from Utah State University. He then moved to Phoenix for several years, where he married his wife, Belmina, and had their first child, Benjamin. In 2022, he moved to Kansas City with his young family and shortly thereafter welcomed his daughter, Hana, into the world.
Paul proactively stays informed about evolving market dynamics and financial innovations to best serve his clients' needs. In 2023, he earned the Chartered Retirement Planning Counselor™ designation. He believes that informed decisions lead to financial confidence and invites those seeking a trusted advisor to connect.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Are you ready to secure your child's future through smart education planning? In this webinar, we will discuss the variety of challenges and strategies related to funding college and other education. ...
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.
