Paul is an Assistant Vice President and advisor based in the firm’s Potomac, MD office, supporting the team of advisors in all aspects of the financial planning process and managing client relationships.
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 66 license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
