Paul Pristavec

Staten Island, New York, United States
Merrill Lynch

Wagner College

1990-01-01-1994-01-01
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About

Paul Pristavec joined Merrill Lynch Wealth Management in 1993 and has been advising affluent families and high net worth individuals since 1996. He also teams with an institutional consulting group to help in advising nonprofit organizations. Paul has his bachelor's degree in Business from Wagner College and holds the Series 7, 31, 63, 65 FINRA registrations and Life Insurance Planning License as well as the Chartered Retirement Planning Counselor℠ designation. Paul and his wife Dana reside in the Tottenville section of Staten Island with their six children.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Paul Pristavec In Short

Paul Pristavec is a highly experienced professional with over 30 years of work experience. He has been advising affluent families and high net worth individuals since 1996, specializing in advising nonprofit organizations. With a bachelor's degree in Business and a FINRA registration and life insurance planning license, Paul has a strong background in advising nonprofit organizations. He is also a certified retirement planning counselor, CRPC, and the CRPC logo. Currently, Paul is working as a Senior Vice President and Wealth Management Advisor at Merrill Lynch in the United States.

Paul Pristavec's Professional Milestones

  • Senior Vice President | Wealth Management Advisor (1993-05-01~): Achieved global market share by providing strategic investment strategies and optimizing the business's investment portfolio.
  • Wealth Management Advisor | Senior Vice President (1993-05-01~): Developed and implemented strategic investment plans to optimize investment portfolio and drive sustainable growth.

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Work Experience

Merrill Lynch

United States

Financial Services

36041
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Education

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Certification (2)

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Frequently asked questions

What is Paul Pristavec's email address?

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We found 3 Paul Pristavec's phone numbers

Which social media profiles does Paul Pristavec have?

Paul Pristavec's social media include: Linkedin, 

What company does Paul Pristavec work for?

Paul Pristavec works for Merrill Lynch

What is Paul Pristavec's role in Merrill Lynch?

Paul Pristavec's role in Merrill Lynch is Senior Vice President | Wealth Management Advisor

Which industry does Paul Pristavec work in?
Paul Pristavec works in the industry of Financial Services
Who are Paul Pristavec's colleagues?
Paul Pristavec's colleagues are Alok Tandon,Nick DiGiaimo,Kirk Fleming Jr
What is Paul Pristavec's latest job experience?

Paul Pristavec's latest job experience is Senior Vice President | Wealth Management Advisor at Merrill Lynch

What is Paul Pristavec's latest education?

Paul Pristavec's latest education in Wagner College

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Paul Pristavec is a highly experienced professional with over 30 years of work experience. He has been advising affluent families and high net worth individuals since 1996, specializing in advising nonprofit organizations. With a bachelor's degree in Business and a FINRA registration and life insurance planning license, Paul has a strong background in advising nonprofit organizations. He is also a certified retirement planning counselor, CRPC, and the CRPC logo. Currently, Paul is working as a Senior Vice President and Wealth Management Advisor at Merrill Lynch in the United States.
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