As Managing Partner, Paul specializes in providing client-centered comprehensive financial guidance to individuals, families and their businesses with a focus on optimizing their unique tax situations, income requirements and long term planning needs. Paul's years of experience as a Senior Wealth Manager, Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ led him to combine tax, investment, insurance and lending components within one financial services firm. This team approach allows for efficient communications between financial professionals in each area of expertise - all working together under one roof toward achieving our clients' identified short and long term goals.
Prior to founding Old North State Wealth Management Paul was a Vice President and Financial Advisor with Smith Barney. Paul is currently a member and has served as past president of both the Cape Fear Chapter of The North Carolina Association of Certified Public Accountants and the New Hanover County Estate Planning Council. He is the current Chair of The University of North Carolina at Wilmington's Institute for Tax and Investment Planning.
Paul received a Bachelor of Science degree from the The Cameron School of Business at The University of North Carolina at Wilmington and has Series 7, 63, and 65 securities licenses, and Life, Health and Long-Term Care insurance licenses. His North Carolina CPA license number is 23755.
Email Paul at firstname.lastname@example.org