Anthony Paul

Anthony Paul Email and Phone Number

Regional Partner @ Concurrent Advisors
Denver, CO, US
Anthony Paul's Location
Denver Metropolitan Area, United States
About Anthony Paul

My passion is in helping people make sound business decisions with the complex parts of their financial lives. For over 15 years, I have been helping families, corporate executives and high net-worth professionals with wealth management strategies that meet their unique financial and lifestyle needs. I work with a team of professionals that believe in "investing differently". The Hamilton Group at Raymond James capitalizes on our collective experiences, backgrounds and perspectives, allowing us to provide custom strategies and solutions for each client we work with. I understand the decisions our clients need to make are complex, and it is my responsibility to help them to grasp the risks and opportunities that I present to them. I explain all financial transactions with transparency and clarity, allowing my clients to be an integral part of the decision making process. My decisions are based on diligent research, experience, insight and in-depth analysis of the market, so I am confident in the advice I provide, while seeking to be a trusted financial advisor.Whether it's connecting people, ideas or money, I bring a tireless commitment to building relationships in all areas of my life. Nothing gives me more pleasure than watching clients achieve their financial goals that we carefully put in place years before. It is a privilege to serve as a financial advisor to my clients, and to help them create smart investments to care for their families, plan for education, prepare for the future, and to secure the legacy of their family’s wealth. Throughout the years I have served in a number of board roles, including chairman for the Denver Film Society, working with our staff and members in developing community projects and special events, bringing to the public our shared passion for film and culture. For more information please visit my website at: www.Hamiltongroupwealth.comSocial Media Disclosure http://raymondjames.com/smicd.htm

Anthony Paul's Current Company Details
Concurrent Advisors

Concurrent Advisors

View
Regional Partner
Denver, CO, US
Employees:
80
Anthony Paul Work Experience Details
  • Concurrent Advisors
    Regional Partner
    Concurrent Advisors
    Denver, Co, Us
  • The Hamilton Group Wealth Management
    Managing Director, The Hamilton Group | Financial Advisor, Rjfs
    The Hamilton Group Wealth Management Nov 2017 - Present
    Greenwood Village
    Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Hamilton Group are not affiliated companies.
  • Concurrent Advisors
    Regional Partner
    Concurrent Advisors Nov 2017 - Present
    Greenwood Village, Co
    OPPORTUNITIES FORESTABLISHED ADVISORSConcurrent Advisors is an advisor-owned, full service partnership, bringing together independent offices with a common vision of transforming the client experience and driving growth. Leveraging a collaborative approach, Concurrent offloads the non-differentiating aspects of running an independent business while investing in the human capital, infrastructure and technology necessary to compete in the evolving wealth management landscape.
  • Morgan Stanley
    Executive Financial Services Director Financial Advisor With The Hamilton Group
    Morgan Stanley Oct 2008 - Nov 2017
    Englewood, Co
  • Denver Film Society
    Chairman Of The Board
    Denver Film Society Sep 2010 - Apr 2015
    Greater Denver Area, United States
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jul 2006 - Oct 2008
    Design and implemented customized financial plans for affluent families, corporate executives, and professional athletes.
  • Charles Schwab
    Portfolio Manager
    Charles Schwab Jun 1997 - Jul 2006
    Portfolio Manager in the Private Client Division with $420 Million in assets under management. Primarily consisting of Silicon Valley executives and small to mid size business owners.

Anthony Paul Skills

Financial Services Services

Anthony Paul Education Details

Frequently Asked Questions about Anthony Paul

What company does Anthony Paul work for?

Anthony Paul works for Concurrent Advisors

What is Anthony Paul's role at the current company?

Anthony Paul's current role is Regional Partner.

What is Anthony Paul's email address?

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What is Anthony Paul's direct phone number?

Anthony Paul's direct phone number is +121392*****

What schools did Anthony Paul attend?

Anthony Paul attended University Of San Francisco, University Of Nevada-Las Vegas, State University Of New York College At Buffalo.

What are some of Anthony Paul's interests?

Anthony Paul has interest in Professional Football, Ncaa Basketball, Nba, Nfl Football, Traveling, Music And Moviesnmls, 1293906, Professional Basketball, Music And Movies Nmls, College Football.

What skills is Anthony Paul known for?

Anthony Paul has skills like Financial Services, Services.

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