Paul is a Financial Advisor with the Wealth Management team at Marcotte. As a Financial Advisor, he provides Financial Wellness Programs to our clients’ workforce, Individual Financial Planning and assists business owners with Buy/Sell Exit Planning strategy. Paul has been involved in Finance for over seven years. He brings a straightforward approach to money management that fits perfectly with Marcotte’s commitment to providing creative solutions for our client partners. Paul currently has his Series 7, 66, Life, Health and Annuities licenses. When he’s not at work, Paul enjoys running, climbing, and spending time with his wife and two daughters.
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