Paul Morrone, Cfp®, Cpa/Pfs, Msa Email & Phone Number

I work with a talented team of professionals to design, implement and maintain tailored strategies to manage your financial future. As a second-generation financial planner and owner of Nexa Financial Group (previously U.S. Wealth Management New Haven), I am committed to the continuity and longevity of the firm to ensure that we will be able to best serve you and your family for generations to come.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the “Contact Info” above. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Nexa Financial Group are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.uswealthnewhaven.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not be reviewed by LPL Financial as to accuracy or completeness. Please join the LPL Financial Group on LinkedIn.

New York, Ny, Us

Accounting and auditing for both public and private clients including financial reporting, SOX compliance and financial statement/disclosure preparation. I also served in the engagement planning and project management functions for large and small scale audit clients. This included staff management, mentoring, personnel development, client relationship management and time management. My position required technical knowledge of accounting and auditing topics, and often involved the collaboration of resources from various areas of the country.

Milwaukee, Wi, Us

Between my sophomore and junior year at Bentley University, I interned with Northwestern Mutual as an Insurance Representative which required training in life, health, disability and long term care insurances. This position also required that I obtain the appropriate licensing as an insurance producer. I worked alongside senior insurance professionals and helped provided guidance to individuals related to their life insurance needs, coverage types and structing personalized plans to protect their families in the event of premature death or long-term disability.

Bachelor Of Science (B.S.), Cum Laude, Accounting

Master Of Science (Ms), Accounting

Master Of Science - Ms, Accounting

Master Of Science - Ms, Accounting