Mar 8, 2021
Paul is a Wealth Manager at Marrella Financial Group, LLC, and
offers securities through Raymond James Financial Services Inc.,
Member FINRA/SIPC
He provides wealth management solutions to successful families,
allowing affluent clients address their five biggest concerns:
Preserving Their Wealth
Mitigating Taxes
Providing for Their Heirs
Ensuring Their Assets Are Not Unjustly Taken
Charitable Giving
Along with his father, he founded Marrella Financial Group, LLC in
2001. Paul and his family now serve over 300 families, managing
assets over $300 million. He developed a consultative process to
gain a detailed understanding of client’s deepest values and goals,
and then employs customized recommendations designed to address
each client’s unique needs well beyond investments.
Successful families work with Paul to:
- Develop and implement a comprehensive wealth management plan to
achieve their financial goals.
- Make smart decisions in today’s uncertain political, economic and
social environment.
- Obtain an independent Second Opinion from an experienced
financial advisor.
Early on, Paul practiced law with the firm of Fry & Golden
specializing in estate planning & administration. He then worked on
Wall Street as a equity trader with Spear, Leeds & Kellogg. In
1998, Paul returned to re-build the family practice. His diverse
background allows him to help clients navigate today's complicated
retirement landscape.
Paul authored the book "What Now? The Widow's Guide to Financial
Independence" to advise widows through the difficult time in their
lives.
He is a widely recognized leader in the financial advisory
community, noted public speaker and his articles are frequently
published in local periodicals. He is an active member of local
estate planning committees, a technology liaison to RJ's IT Dept.
and serves on several local charitable committees.