Paul Tallent
By the time most people find me, they've already done the hard part — they've built real wealth. The question isn't how do I make more? It's how do I make sure it all fits together?
That's my specialty. I'm Paul Tallent, a Financial Advisor with Merrill in Salt Lake City. I run a family-office style practice — coordinating investments, taxes, estate, and giving — so my clients can stop juggling and start living.
Between the CRPC™, AWMA™, and a Personal Financial Planning degree from UVU, I've got the technical side covered. But the reason clients stay is simpler: I listen, I tell the truth, and I don't get rattled when markets do.
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.
