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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
Concurrent Advisors
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Regional PartnerConcurrent AdvisorsDenver, Co, Us -
Managing Director, The Hamilton Group | Financial Advisor, RjfsThe Hamilton Group Wealth Management Nov 2017 - PresentGreenwood VillageAdvisory 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. -
Regional PartnerConcurrent Advisors Nov 2017 - PresentGreenwood Village, CoOPPORTUNITIES 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. -
Executive Financial Services Director Financial Advisor With The Hamilton GroupMorgan Stanley Oct 2008 - Nov 2017Englewood, Co -
Chairman Of The BoardDenver Film Society Sep 2010 - Apr 2015Greater Denver Area, United States -
Financial AdvisorMerrill Lynch Jul 2006 - Oct 2008Design and implemented customized financial plans for affluent families, corporate executives, and professional athletes. -
Portfolio ManagerCharles Schwab Jun 1997 - Jul 2006Portfolio 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
Anthony Paul Education Details
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Counseling Psychology -
Psychology -
State University Of New York College At BuffaloPsychology
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.
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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.
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Anthony Paul
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Anthony Paul
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