Paul is an Advisor Associate based in the firm’s Rockville, MD office, supporting advisors in all aspects of the financial planning process and helping to manage client relationships by completing day-to-day tasks. Previously, he worked as a Financial Solutions Advisor at Bank of America Merrill Lynch, where he delivered banking and investing solutions to clients, coordinated portfolio reviews, and helped to identify and generate new clients. He also brings experience as a Registered Client Associate for Merrill Lynch Wealth Management and a Credit Risk Management Data Analytics Intern at SunTrust Mortgage.

Fluent in Korean, Paul was born in Seoul, South Korea and grew up in Richmond, VA. He currently resides in Arlington, where he spends his free time traveling and enjoying good food and music with friends.

Previous Experience

  • Financial Solutions Advisor at Bank of America Merrill Lynch
  • Registered Client Associate at Merrill Lynch Wealth Management
  • Credit Risk Management Data Analytics Intern at SunTrust Mortgage

Education & Credentials

  • BS, James Madison University, Quantitative Finance, minors in Mathematics and Economics
  • Series 7 and 66 licenses