- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Paul's decades of experience helps him identify key issues and planning opportunities. Paul leads a collaborative process between clients and their investment, tax, estate, financial planning, insurance and other advisors to achieve optimal outcomes.
Experience
Paul is a Senior Vice President, Managing Director of Sarasota County. Paul is responsible for leading the sales, holistic advice and client servicing activities and business development strategies. Paul works closely with various Centers of Influence and not-for-profit organizations in the community.
Community Involvement
Trustee and Board Chair, The John & Mable Ringling Museum of Art, Trustee and Development Committee, Florida State University Foundation, Advisory Board, Mote Marine, Board Member and Past President, Historic Spanish Point.
Education
Bachelor of Science degree in Finance, Florida State University.
Sarasota
Cash Services Available | ATM outside of building*
1515 Ringling Boulevard
Sarasota, Florida 34236