Paul is a seasoned financial advisor in the St. Louis area who has been helping his clients pursue their financial goals with personalized planning and investment strategies for over 13 years. He is the founder of Timeless Wealth Advisors of Raymond James, a name that reflects his approach to helping his clients pursue their financial goals.
What sets you apart from other financial professionals?
I recognize that each of my clients is trusting me with something precious – not just their investments or their financial plans, but their goals for their lives, their families, their businesses and their organizations. This is why I think it’s so important to maintain strong communication.
Many of my new clients have been introduced to my practice by my long-term clients. What many of them tell me is that they are frustrated by the lack of communication from their current advisors and that they are looking for someone more attentive. I never want that to be said of me, so I make sure I’m in regular contact with my clients.
What are your goals for your clients?
I want to help my clients pursue their financial goals, whatever they may be. I want them to feel like they have a true partner in their success, someone who cares about them and can be trusted to work in their best interest. My client-first philosophy means working with integrity and always putting their needs in front of my own.
Can you describe your approach to financial advising?
“Timeless” is in the name of my business because I believe financial decision-making needs to be aligned with long-term thinking. You can spend a lifetime trying to hit perfect timing on a trade and keep coming up short and getting no closer to your goals. A plan that accounts for the ups and downs of the market is one that I think is more likely to get you where you want to be.
This doesn’t mean financial planning isn’t something you set up and forget about. Things change. Our priorities change. Instead, I like to think of long-term goals as a beacon – a point of reference for decisions made along the way. Then, I think it’s important those decisions are made with context and understanding. I take a very proactive approach to managing my clients’ financial affairs, reaching out with ideas and suggestions – or just checking in – and keeping an eye out for things along the way. Throughout, this is a transparent process. Like I said, communication is an important part of my client relationships, as is education and buy-in. I want us to stay on the same page.
How did you get into financial advising?
I always knew I wanted to help people. Like everyone, I watched the financial crash of 2008 and saw how it impacted so many people’s lives. It was then I realized I could use my interest in markets, investments and the psychology of finances to help people pursue and preserve their goals with well-reasoned, long-term planning.
Who are your clients?
I serve a wide variety of people at different places in their lives – I truly believe my job is to help anyone and everyone who wants or needs my help.
Over the years, I have found that the clients I serve best are those who are relatable to me. I’ve never actively targeted a particular group of people but seem to gravitate towards business owners, young families and those nearing retirement with a need for consolidating assets and generating income.
What are you into outside the office?
I try to spend as much time with my family as possible. My wife, Jenni, and I have three kids, Knox, London and Brianna, and we have a family dog named Luna. We love to travel, and Jenni and I are concert junkies. I’m also a big fan of the St. Louis Cardinals. I have a competitive spirit too. I’ll compete in just about anything, but particularly on the tennis court.
I’m also proud to serve on the board of Downtown Children’s Center, a nonprofit created by an alliance of businesses and organizations to help parents who work downtown access quality day care for their children.
Fast facts
- Paul is a native of Belleville, Illinois, and now lives on the other side of the river in St. Louis.
- Paul joined Raymond James in 2012 when his original firm, Morgan Keegan, was purchased by Raymond James.
- He has earned the Wealth Management SpecialistTM designation, a professional education program providing deep perspectives on a variety of wealth planning topics.
- Paul is a graduate of Saint Louis University, having earned a Bachelor of Business Administration degree with a major in marketing and a minor in management.
There is no assurance any investment strategy will be successful. Investing involves risk, including the possible loss of capital.
