Paul H Schott
Abington Senior High School
Tell me more about Paul H Schott?
Paul H Schott is a highly experienced financial advisor with 28.7 years of work experience. He has a diverse skill set in financial services, retirement planning, investments, life insurance, and mutual funds. Currently based in the United States, Paul is dedicated to serving his clients and helping them define their financial lives. He is a member of various organizations, including the Alzheimer's Association New Haven Walk Committee and the hockey team manager. Paul's client-centered approach and client-centered approach make him a valuable asset in achieving their goals.
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About
I am celebrating my 28th year in financial services. I have served as a financial advisor, sales manager, producing sales manager , and wholesaler prior to deciding to return to a financial advisor role with Edward Jones in 2017. I lead a team serving the financial needs of individuals, families and businesses in the New Haven area. My team’s mission is to leverage my 28 years experience in financial services and passion to serve as we help clients define what’s most important in their financial lives while creating a custom strategy to help them achieve their goals. My team and I will use our three pronged approach that is : client centered, individually tailored and focused on a long lasting relationship. I am an active Rotary Member, sit on the Alzheimer's Association New Haven Walk Committee as well as my daughter’s Hockey Team Manager (go Shoreline Sharks). I am originally from Philadelphia, and still remain a Philly sports fan, although I’ve been in Connecticut for nearly 30 years. My wife and I and our daughter and my son make our home along the Connecticut shoreline. After many years in Fairfield County we decided to move east. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
...See MoreWork Experience
Financial Advisor
Financial Services
Paul H Schott's Professional Milestones
- Sr Financial Consultant VP (1996-01-01~2000-01-01): Guided clients through financial challenges, and leveraging expertise to achieve sustainable growth.
- Regional Director (2016-11-01~2017-08-01): Expanding market presence through strategic marketing campaigns and exceeding sales targets.
Education
Skill
Financial Services
Retirement Planning
Investments
Life Insurance
Mutual Funds
Insurance
Retirement
Financial Advisory
Finance
Fixed Annuities
Relationship Management
Asset Allocation
Securities
Variable Annuities
Sales Management
401k
Banking
Alternative Investments
Sales Operations
Public Speaking
Long Term Care
Equities
Investment Strategies
Strategic Planning
Disability Insurance
New Business Development
Etfs
Term Life Insurance
Whole Life
Fixed Income
Universal Life
Finra
Long Term Care Insurance
Bonds
Operations Management
Training And Development
Recruiting
Business Development
401 Retirement Savings Plans
Wealth Strategies
Financial Analysis
Portfolio Review
Asset Allocation Strategies
Estate And Legacy Strategies
401k Options
Investment Assessment
Certification
Colleagues
David Wood
founder and chief visionary officer gateway financial partners and co-founder at bluefish advisor marketing
Phil Weisbach
director of compliance at gateway financial partners
Howard Pinson, CFP®, CLU®, LUTCF
owner lpl financial advisor at pinson wealth management
Eric D. Hall, AIF®
chief executive officer at gateway financial partners
Jill Batley
president & chief compliance officer at gateway financial partners
Other Named Paul H Schott
Frequently asked questions
We found 4 Paul H Schott's email addresses
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Paul H Schott's social media include: Linkedin,
Paul H Schott works for Gateway Financial Partners
Paul H Schott's role in Gateway Financial Partners is Financial Advisor
Paul H Schott works in the industry of Financial Services
Paul H Schott's colleagues are David Wood,Phil Weisbach,Howard Pinson, CFP®, CLU®, LUTCF
Paul H Schott's latest job experience is Financial Advisor at Gateway Financial Partners
Paul H Schott's latest education in Abington Senior High School