Paul Willson Email and Phone Number
Paul Willson work email
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Paul Willson personal email
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.
Grandview Advisors Of Raymond James
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Vice President, Wealth ManagementGrandview Advisors Of Raymond James Nov 2015 - PresentCharlotte, North Carolina, UsGrandView Advisors at Raymond James6805 Morrison Blvd, Suite 350Charlotte, NC 28211660 Newport Center Drive, Suite 570Newport Beach, CA 92660Ph: 704-442-4709 Mobile 949-279-1747paul.willson@raymondjames.comPlease visit us at: www.GVwealthAdvisors.comRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC -
Wealth Management SpecialistGrandview Advisors Of Raymond James Nov 2015 - PresentCharlotte, North Carolina, Us -
Vice President - InvestmentsMerrill Lynch Jan 2009 - Nov 2015New York, Ny, Us -
Vice PresidentWachovia Securities, Llc Oct 1999 - Jan 2009San Francisco, California, Us
Paul Willson Skills
Paul Willson Education Details
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Wingate UniversityBusiness
Frequently Asked Questions about Paul Willson
What company does Paul Willson work for?
Paul Willson works for Grandview Advisors Of Raymond James
What is Paul Willson's role at the current company?
Paul Willson's current role is CERTIFIED PLAN FIDUCIARY ADVISOR, Wealth Management Specialist, Serving Businesses and Families.
What is Paul Willson's email address?
Paul Willson's email address is pa****@****.rr.com
What schools did Paul Willson attend?
Paul Willson attended Wingate University.
What skills is Paul Willson known for?
Paul Willson has skills like Wealth Management Services, Estate Planning, Investment Management, Alternative Investments, Investment Banking, Financial Planning, Retirement Planning.
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