As Stifel Financial Advisors, The MacCrory Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.
Stifel, Nicolaus & Company, Incorporated is a full-service securities brokerage, investment banking, trading, and investment advisory firm founded in 1890. The company is a registered investment adviser with the U.S. Securities and Exchange Commission.
Our parent company, Stifel Financial Corp., went public in 1983 and has traded on the NYSE since 1987 (symbol SF).
|Firm Start Year:||1890|
|No.of Employees:||More than 5000|
|States Licensed in:||AZ, AR, CA, CO, CT, DE, FL, GA, IL, KS, LA, MD, MA, MS, MT, NH, NJ, NY, NC, OH, PA, RI, TX, VA, WA|
|Number of Years with Current Firm:||13|
|Work Experience:||Paul began his investment industry career in 1987 and joined Stifel in 2007 after its acquisition of Gruntal & Co., and Ryan, Beck & Co. He earned a B.S. in Business from Neumann University and holds Series 3, 7, 8, 63, and 65 securities licenses.|
|I work with the following types of clients:||Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors|
|Investment Types:||Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Annuities, Options & Futures, Bonds, Insurance, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via Email, Via Phone, At my office, At your home, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Accident, Annuity, Health, Life, Variable Annuity, Long Term Care|
|Firm's Number of Clients:||10,000+|
|Firm's Number of Managed Clients:||10,000+|
|Assets Managed by Firm:||$330,000,000,000+|
|Advisor's Number of Clients:||250|
|Advisor's Number of Managed Clients:||100|
|Assets Managed by Advisor:||$250000000|
|Investment Advisor Representative:||Yes|
|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
|Minimum Portfolio Size for New Managed Accounts:||5000|
|Compensation Methods:||Based on Assets, Commissions|
|Fee % Based on Assets:||Varies|
|Additional Details on Charges:||We work with clients in a number of situations and asses a fee in a way that is most appropriate for them.|
|Minimum Fee Charged for Managed Accounts:||0|
|Bachelor of Science - Business||
Neumann College - Aston PA
Paul's approach to Wealth Management is to listen to his clients goals and concerns and develop a plan for success. Paul strives to simplify these strategies so that his clients can easily understand their financial situation.
His primary areas of focus are in wealth management planning and portfolio construction with a focus on tax minimization as well as generating income and growth for retirement.
Paul leads a team of Financial Advisors and support staff to help clients prioritize and obtain their goals. He follows an organized process to help ensure that each client is provided with an outstanding service experience as well as valuable advice and direction. He takes the time to understand family dynamics and intergenerational objectives.
Paul is a graduate of Neumann University with a Bachelor of Science in Business. He currently lives in Broomall with his wife Maureen and two dogs, and enjoys spending time with his children and grandchildren.
Financial Advice & Consulting
Our philosophy centers on the unique needs of each client. By working together, we will discover which of our products and services are right for you. This is especially important when rates are low and the market is volatile. We will then create a customized strategy to help you pursue your goals. All of this works in tandem your comprehensive financial plan, which we help you develop using Stifels robust wealth planning services.
Financial Planning for Individuals
We offer full service financial planning for all of our clients. We build out and maintain our investment recommendations based on the results of the plan.
We will asses whether a rollover is the correct decision for each individual.
|Sun.||9:00 AM - 2:00 PM|
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|Sat.||9:00 AM - 2:00 PM|
|and Chester counties primarily||but have clients across the country.|