wiseradvisor

Paul Williamson, CFP®, AIF®, RICP®
Paul Williamson and Company

Tel: 772-492-8894
1515 Indian River Blvd. Suite A241
Vero Beach, FL 32960
Paul Williamson and Company | Financial Advisor in Vero Beach ,FL

About Paul Williamson and Company

We are an independent financial services firm within the Commonwealth Financial Network. We are committed to helping people establish and maintain their long-term financial goals, but above and beyond this, we are a team of caring and compassionate individuals who take to heart the trust you have placed in us. Many of our clients have been with us for decades. They have become friends and extended family. They count on us to be there when markets get volatile or when events turn their lives upside down.

We are selective as to who we choose to take on as clients. It's not about net worth; it's about good people who are committed to helping other good people. This is why you won't see us doing seminars, free lunches, radio or tv ads, using gimmicks such as promises of refunded fees, or any other marketing strategies focused solely on increasing the QUANTITY of clients. We focus on delivering high QUALITY results and on our client relationships.

Paul Williamson is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Paul Williamson is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Paul Williamson is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Paul Williamson is required to act in a fiduciary capacity.


More information is available in Commonwealth’s Form CRS.


General Information

Firm Start Year:   2009
No.of Employees:   5-9
Gender:   Male
Name of Broker/Dealer:   COMMONWEALTH FINANCIAL NETWORK
States Licensed in:   AZ, CO, CT, FL, GA, IN, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI, WV
Number of Years with Current Firm:   11
I work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management


Services

Investment Types:   Stocks, Exchange Traded Funds (ETFs), Bonds, Insurance, Mutual Funds, Commodities, Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Email, At my office, Video Conference, Via Phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Annuity, Variable Life, Long Term Care, Variable Annuity


Firm Information

Advisor's Number of Clients:   260


Compliance

I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Flat Fee, Hourly, Based on Assets




Disclaimer

This communication strictly intended for individuals residing in the states of AZ, CO, CT, FL, GA, IN, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRASIPC, a Registered Investment Adviser.

Paul Williamson

Paul Williamson

CFP®, AIF®, RICP®

Paul makes clients feel at ease by taking complex issues and presenting them in layman's terms. He enjoys helping people as evidenced by his two career choices: a Respiratory Therapist for 8 years and a Financial Advisor for the last 27 years. His passion for financial planning and ability to explore every avenue to ensure his clients reach their retirement goals, combined with his compassion for people has resulted in client relationships that have lasted decades. It's also not uncommon for him to have two or three generations of a family as clients.

Paul and Mary, his wife of 28 years, reside in Sebastian, Florida. Paul enjoys kayaking, golfing, boating, bicycling, and many other outdoor activities. He also enjoys giving back via community service.

My Team

Matt Hamilton Matt Hamilton Wealth Management Assistant

Matt Hamilton has been with Paul Williamson and Company since 2017. He is a graduate of Glasgow Caledonian University in Glasgow, Scotland and he has achieved the AAMS© (Accredited Asset Management Specialist) designation in addition to his FINRA series 7 and 66 securities registrations, which he holds through Commonwealth Financial Network. Matt brings with him over 13 years of management and business development experience, as well as a wealth of experience in understanding and meeting ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 4:00 PM