Paul Kim
Vice President
Paul is a 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.
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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
