Robert Paul

Adjunct Professor, University of Massachusetts – Lowell Campus
Series 75, 24, 63, 66 – Wealth Manager, Registrations held with LPL Financial

I began my career as a Financial Advisor over 34 years ago. I’ve observed and worked through the roaring tech-driven bull market of the 1990’s, the bursting of the Dot Com bubble, the terrorist attacks of 9-11, the 49.2% 3-year bear market from February of 2000 to March of 2003, its ensuing tepid recovery, oil at $147 per barrel, the 2008 financial crisis, and this magnificent secular bull market that we are currently enjoying.

When people choose to work with me, I am both touched and honored by that decision. I owe clients my best effort, my best council, absolute attention to detail, and the best service my team and I can possibly provide. Working with clients continues to be a joy. It is exhilarating to help people address their financial goals and work toward financial independence. Over the duration of my career, I believe we have honed a process that is enormously beneficial to clients in every stage of their financial journey. I’d like nothing more than to help you.

In my spare time I read a lot. I enjoy music, nature, family and friends. I especially enjoy time with my family. I also like to travel within the United States and to watch football on TV, especially the Patriots.