Paul Willson

Paul Willson Email and Phone Number

CERTIFIED PLAN FIDUCIARY ADVISOR, Wealth Management Specialist, Serving Businesses and Families @ GrandView Advisors of Raymond James
Paul Willson's Location
Charlotte, North Carolina, United States, United States
Paul Willson's Contact Details

Paul Willson personal email

n/a
About Paul Willson

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.

Paul Willson's Current Company Details
GrandView Advisors of Raymond James

Grandview Advisors Of Raymond James

View
CERTIFIED PLAN FIDUCIARY ADVISOR, Wealth Management Specialist, Serving Businesses and Families
Paul Willson Work Experience Details
  • Grandview Advisors Of Raymond James
    Vice President, Wealth Management
    Grandview Advisors Of Raymond James Nov 2015 - Present
    Charlotte, North Carolina, Us
    GrandView 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
  • Grandview Advisors Of Raymond James
    Wealth Management Specialist
    Grandview Advisors Of Raymond James Nov 2015 - Present
    Charlotte, North Carolina, Us
  • Merrill Lynch
    Vice President - Investments
    Merrill Lynch Jan 2009 - Nov 2015
    New York, Ny, Us
  • Wachovia Securities, Llc
    Vice President
    Wachovia Securities, Llc Oct 1999 - Jan 2009
    San Francisco, California, Us

Paul Willson Skills

Wealth Management Services Estate Planning Investment Management Alternative Investments Investment Banking Financial Planning Retirement Planning

Paul Willson Education Details

  • Wingate University
    Wingate University
    Business

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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.