seasoned wealth management specialist@ Hightower Advisors
Sarasota, Florida, United States
Paul McFeeley
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FlashIntel GPTPaul McFeeley is a highly experienced professional with 27.7 years of work experience in asset allocation, investment strategies, insurance, financial advisory, and wealth management services. He is licensed in various states and has worked in different roles, including Managing Director at Hightower Advisors and Branch Manager at Oppenheimer & Co. Inc. Paul has also held positions at Morgan Stanley and eHR Recruitment. With a strong background in general management and investment services, Paul is skilled in providing comprehensive solutions and expertise in the financial services industry.
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I am licensed in the following states: CA, CT, DE, FL, MD, MA, MI, MN, MO, NJ, NY, OH, OK, PA, VA, WA. Any information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.
...See MoreWork Experience
seasoned wealth management specialist
Managing Director
Financial Services
Paul McFeeley's Professional Milestones
- Branch Manager | Director - Investments (2009-02-01~2023-04-01): Successfully optimized operations and implemented strategic investments to maximize profitability and maximize stakeholder satisfaction.
- Vice President - Investments (1996-03-01~2001-03-01): Driving successful investment planning and execution for clients, maximizing their earning potential.
Education
Skill
Asset Allocation
Investment Strategies
Insurance
Financial Advisory
Wealth Managment Services
Tax Efficient Strategies
401 Rollovers
Retirement Savings
Certification
Colleagues
Meghan McCartan
Chief Marketing Officer | Future Of Wealth Management Marketing | Strategic Storyteller | Working Parents Advocate
Doug Besso
Chief Technology Officer
Laurie C. Kamhi , CFP®, AIF®,CIMA® CEPA®
founder cio lck wealth management | partner hightower advisors
Christopher Ure
Chief Executive Officer | Managing Director
Sarah Khan
Chief Information Security Officer
Other Named Paul McFeeley
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Paul McFeeley works for Hightower Advisors
Paul McFeeley's role in Hightower Advisors is seasoned wealth management specialist
Paul McFeeley works in the industry of Financial Services
Paul McFeeley's colleagues are Meghan McCartan,Doug Besso,Laurie C. Kamhi , CFP®, AIF®,CIMA® CEPA®
Paul McFeeley's latest job experience is seasoned wealth management specialist at Hightower Advisors
Paul McFeeley's latest education in Montclair Kimberley Academy
