Paul Willson Email & Phone Number

Attracted to the industry to help people make their goals, dreams and visions a reality, Paul is the founding partner of GrandView Advisors at Raymond James. He educates clients and their families about how to plan, invest and live well through his financial guidance and aspires for each of them to live without worry about their future.With knowledgeable guidance, Paul adheres to a disciplined investment process that delivers a consistent, yet customized, wealth management experience. By understanding your investment personality, goals, hopes and expectations, he can help you establish clear objectives and develop a tailored strategy – and select the investments that support it.A part of Raymond James since 2015, Paul held similar roles at Merrill Lynch, Wachovia Securities and Smith Barney over the course of 23 years. He earned a bachelor’s degree from Wingate University, North Carolina. Continuing education is important to him, and he holds and maintains the Chartered Retirement Planning Counselor (CRPC) and Wealth Management Specialist designations to better serve his clients.Involved in his community, Paul supports Blessed Back Worldwide, Red Cross and Surfrider Foundation, and has coached a variety of children’s sports teams including Pop Warner football, Cal Ripken baseball and travel basketball teams. Originally from Denver, Colorado, he has lived out West in Mesa, Arizona, and Orange County, California. Currently, he lives in Charlotte, North Carolina. In his free time, Paul enjoys golfing, spending time with his four kids.

Listed skills include Wealth Management Services, Estate Planning, Investment Management, Alternative Investments, and 3 others.

• 

  Wingate University

  Business