Paul Maizes

Paul Maizes

Senior Vice President

Visit my web site!

Phone: 561-249-1787
Fax: 561-249-1786
Mobile Phone: 954-683-0232
E-mail:

 

Paul brings over 23 years of investment, sales, marketing and business development experience in the both the service and manufacturing sectors. Paul was most recently one of the founding shareholders and Vice President of Business Development for a $20 million dollar start- up manufacturing company.  
 
Prior to that he worked on Wall Street for Paine Webber. While at Paine Webber he excelled in Estate Planning and Money Management. He continues to advise clients in all matters pertaining to estate planning and money management. 
 
Paul works with both high net worth individuals and institutions. He assists in all aspects of wealth preservation, growth, college planning & retirement planning.  In Paul’s experience he may use asset allocation* as part of a client's long term objectives.
 
Paul earned a B.A. from Clark University. He holds several professional licenses including Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam), Series 66 (Uniform Combined State Law Exam).  He is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc.
 
Paul has coached in various local recreational leagues over the past 13 years and has been active in various charities. Paul resides in Parkland, FL with his wife and two sons.

 

*Asset Allocation does not guarantee against loss.  It is a method used to help manage investment risk.