Paul Jr. started with Merrill Lynch Wealth Management in 2015 as a Client Associate. In November of 2017, Paul joined his father’s team as a Team Financial Advisor (TFA) . He is now a partner with his Chartered Financial Consultant® (ChFC®) designation. In his role, Paul focuses on building and maintaining relationships with existing and prospective clientele with a particular emphasis on his peer Millennials and next generation clients.
Paul Jr is married, and resides in Pelham, NY. He is a graduate of Northeastern University and in his free time he can be found playing basketball at the New York Athletic Club or running in Central Park. He ran his first NYC Marathon in November 2021 and is training for his second in November 2023. Notably, Paul Jr. and his wife Vicki proudly welcomed Tate Ronald Marvin on March 16, 2023.
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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.
