Professional

Delivering consistent client-first service experience based on unsurpassed market acumen and unwavering integrity.

Paul Richards received his undergraduate degree from Syracuse University, where he earned a double major. After graduating he moved to Atlanta, Georgia where he began his financial career with a national broker-dealer. He rose to the position of Southern Regional Manager before joining Wachovia Investments in Winston-Salem, North Carolina. During his tenure at Wachovia, he managed the Retail and Institutional Equity Trading desks. Based on his accomplishments, he was invited to attend the Senior Management Business Development Program at Duke University's Fuqua School of Business.

When Paul left Wachovia for his next challenge, he had risen to be the Senior Vice President and Managing Director for Wachovia Investments. His next opportunity took him to Chicago, where he served as the Senior Vice President for the Chicago Stock Exchange. In this position, he reported directly to the CEO and was responsible for all sales and service of the Exchange. That experience led him to New York City, where he joined a New York Stock Exchange member firm as the Managing Director of Sales and Marketing.

Upon relocating to Jacksonville, FL, Paul chose a long-term career where he could leverage the expertise while working face-to-face with clients and have work-life balance for his family. Utilizing his institutional market experience and his client-first philosophy, Paul joined the Wealth Management division of Northwestern Mutual in 2003. With over 35 years of total industry experience, Paul has built a thriving insurance and comprehensive wealth management practice.

Paul's team focuses on developing comprehensive financial plans and asset management for high net worth families, individuals, professionals, business owners, and senior level executives. His decision to limit the practice to high net worth client ensures the team can provide a concierge level of service which is far superior to what most of his clients had ever experienced prior to partnering with Paul. Additionally, his clients value having a real relationship based on trust, integrity, and excellent performance.

Starting with a comprehensive assessment of your current situation, Paul will use his extensive experience in wealth management, financial planning, insurance, retirement, and estate planning to design a financial plan to help make those goals attainable.


Education

  • Syracuse University: Bachelor of Science

Associations and memberships

  • Member of Securities Industries Association
  • Member of Securities Traders Association

Paul C Richards

Wealth Management Advisor

 

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