Paul is a financial advisor with Waddell & Reed. He currently holds his series 7 and 66 securities licenses as well as his Indiana life & health insurance licenses. Paul has the experience to analyze your personal information, consider potential outcomes and help you make informed decisions about your financial plan.
With access to our sophisticated financial planning software, he can provide an enhanced experience and deliver a plan that manages your data and adapts to your needs.
Please contact Paul for more information on how he can help you pursue your financial goals.