Paul Abendroth, Aif® Email and Phone Number
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Paul Abendroth, Aif® personal email
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Paul brings his 20 plus years of experience in the investment and insurance industries to the team. He has built a career on successfully managing an investment and wealth management practice consisting of high net worth clients and qualified retirement plans. Before joining the Venture Team, Paul worked as a Managing Director at DB Root and Co. and prior to that, served as Principal and Managing Director at Rehmann Financial. In addition, his experience includes time as President of Hylant Financial Services and as Senior Vice president for Merrill Lynch where he worked with high-net-worth individuals and corporate clients.Paul received his bachelor’s degree from Bowling Green State University and attended the Wharton School at the University of Pennsylvania where he participated in the Executive Leadership Program. Paul holds the Series 7, 63 and 65 security registrations, life, and health insurance licenses as well as the Accredited Investment Fiduciary®(AIF®) designation.
Venture Visionary Partners
View- Website:
- venturevp.com
- Employees:
- 13
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PartnerVenture Visionary Partners Oct 2020 - PresentVenture Visionary Partners is a registered independent wealth management firm, advising affluent families and individuals, including business owners and entrepreneurs, to help them be strategically smarter with their wealth.
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Managing PartnerD.B. Root & Company Wealth Management 2018 - Oct 2020Great Lakes RegionD. B. Root & Company, an independent Registered Investment Advisor (RIA) provides Wealth Management, Financial Planning and Investment Management to individuals, families and businesses. Financial Advisors and their teams provide personal Financial Planning advice through the firm’s exclusive LifePlan 20/20® Financial Planning process including retirement planning, estate planning, insurance, tax advice, education planning and other services. The firm also employs a repeatable Investment Management process known as Strategic AIM™. Founded in 1994, the firm is headquartered in Downtown Pittsburgh. For more information, visit www.dbroot.com -
PrincipalRehmann Financial 2011 - 2018Rehmann is a fully integrated financial services firm of CPAs and consultants, wealth advisors and corporate investigators. We're dedicated to providing clients proactive ideas and solutions to help them prosper professionally and personally, and offer a cross-functional team approach that gives clients direct access to a professional in any available service. Rehmann is ranked in the top 30 largest firm in the United States, with nearly 800 associates in Michigan, Ohio, and Florida. We serve a diverse client base -- from individuals to companies in a variety of industries such as manufacturing, government, nonprofit, wholesale/distribution, real estate, healthcare and financial institutions. Rehmann is a member of Nexia International, the world’s eighth-largest network of independent accounting firms. -
PresidentHylant Jan 2001 - Dec 2010Hylant is committed to delivering exceptional long-term results by understanding its clients’ business and designing personalized risk management and insurance programs that help them meet their desired objectives. As one of the largest privately owned insurance brokerages in the nation, Hylant professionals have the flexibility to make long-term decisions that reflect clients’ needs, not shareholders’ demands. -
Financial AdvisorMerrill Lynch 1993 - 2001Founded in 1914, Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients achieve the lives they want. With a deep commitment to placing their clients’ interests first, Merrill Lynch financial advisors draw upon the investment insights of Merrill Lynch and the banking of Bank of America to unlock opportunities tailored to their clients’ needs in all areas of their financial lives. The solutions our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management and banking solutions.
Paul Abendroth, Aif® Skills
Paul Abendroth, Aif® Education Details
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Marketing
Frequently Asked Questions about Paul Abendroth, Aif®
What company does Paul Abendroth, Aif® work for?
Paul Abendroth, Aif® works for Venture Visionary Partners
What is Paul Abendroth, Aif®'s role at the current company?
Paul Abendroth, Aif®'s current role is Partner at Venture Visionary Partners.
What is Paul Abendroth, Aif®'s email address?
Paul Abendroth, Aif®'s email address is pa****@****oot.com
What is Paul Abendroth, Aif®'s direct phone number?
Paul Abendroth, Aif®'s direct phone number is +141936*****
What schools did Paul Abendroth, Aif® attend?
Paul Abendroth, Aif® attended Bowling Green State University.
What are some of Paul Abendroth, Aif®'s interests?
Paul Abendroth, Aif® has interest in Aau Basketball.
What skills is Paul Abendroth, Aif® known for?
Paul Abendroth, Aif® has skills like Retirement Planning, Wealth Management, Securities, Finance, Financial Advisory, Management, Leadership, Customer Service, Financial Risk, Budgets, Disability Insurance, Marketing.
Who are Paul Abendroth, Aif®'s colleagues?
Paul Abendroth, Aif®'s colleagues are Travis Maas, Melissa Estrich, John T. O., Bradford Dolgin, Chad Whipple, Susan Bright, James Porea.
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