New York Life
Melville, NY
Paul joined New York Life in 2008 following a career on Wall Street as an institutional equity sales trader. He is a Financial Advisor working with families and business owners on wealth management, business succession, insurance, and estate planning strategies. He is a registered representative through NYLIFE Securities LLC, holding the Series 7, Series 63 & Series 65 licenses and an investment advisory representative with Eagle Strategies LLC (a registered investment adviser). Paul has held roles in organizations supporting our industry such as New York Life’s Agent Advisory Council in 2013 and is currently a Political Involvement Leader working with the Office of Governmental Affairs as a liaison between our elected officials and New York Life.
Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative offering securities through NYLIFE Securities, LLC, (member FINRA/SIPC), a Licensed Insurance Agency. Eagle Strategies and NYLIFE Securities are New York Life Companies.
