Paul Nowakowski
Wittenberg University
Tell me more about Paul Nowakowski?
Paul Nowakowski is a highly experienced Wealth Management Advisor with over 35 years of work experience. Based in the United States, he has helped individuals and families with their financial strategies and investment planning goals. As a CERTIFIED FINANCIAL PLANNER -CFP certified, Paul offers personalized advice and guidance to help them achieve their goals. He is one of approximately 235 Financial Advisors nationwide to be designated as a Premier Retirement Benefits Consultant by Merrill Lynch. Paul is dedicated to providing personalized financial advice and guidance to businesses and organizations.
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About
WHY THE BURNS/NOWAKOWSKI GROUP:For more than 25 years, my team and I have assisted individuals and families with their financial strategies and investment planning goals. As a CERTIFIED FINANCIAL PLANNER™ -CFP® certificant, my advice and guidance is tailored to offer each client a personalized plan highlighting their priorities. My team and I strive to be worthy stewards of our client's financial lives. In addition, our team has an established process in assisting businesses and organizations with their financing, cash management and business retirement plan needs. I am one of approximately 235 Financial Advisors nationwide to be designated a Premier Retirement Benefits Consultant by Merrill Lynch.GETTING TO KNOW ME:I joined Merrill Lynch in 1988, after completing service in the Military. I received my MBA from Embry Riddle University and BA from Wittenberg University in Political Science and Business Administration.My wife, Cindy, and I live in Orchard Park, NY. We have three children- Lucy, Luke & Maddie. I am a member of Orchard Park Country Club and enjoy golf, skiing and football.I WOULD WELCOME A CONNECTION IF:•You are in need of customized financial advice and guidance•You or your professional contacts want to learn more about our wealth management process•You are a CPA, attorney or other professional advisor interested in providing a resource to your clients
...See MoreWork Experience
Wealth Management Advisor | Senior Vice President
Wealth Management Advisor
Financial Services
Paul Nowakowski's Professional Milestones
- Wealth Management Advisor (1988-08-01~): Consistently exceeded client expectations by delivering financial guidance and recommendations to optimize performance.
- Wealth Management Advisor | Senior Vice President (1988-08-01~): Implementing strategic investment initiatives to optimize client portfolio and drive revenue growth.
Education
Bachelors
1979-01-01-1983-01-01Certification
Colleagues
John "Jack" C. Davis
Owner
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Hadas Cohen
owner & designer at hadas creations
Other Named Paul Nowakowski
Frequently asked questions
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Paul Nowakowski works for Merrill Lynch
Paul Nowakowski's role in Merrill Lynch is Wealth Management Advisor
Paul Nowakowski works in the industry of Financial Services
Paul Nowakowski's colleagues are John "Jack" C. Davis,Alok Tandon,Nick DiGiaimo
Paul Nowakowski's latest job experience is Wealth Management Advisor at Merrill Lynch
Paul Nowakowski's latest education in Wittenberg University