Working with the extensive resources of Davenport, Paul can help you manage your assets with a range of professionally managed fee-based accounts or traditional brokerage accounts. He offers his clients access to premier professional money managers and mutual funds. For clients seeking reliable income, Paul can build custom fixed-income strategies.


Custom Financial Planning:

  • Retirement
  • Education
  • Gifting & Estate Needs

Professional Money Management:

  • Equity Opportunities & Portfolio Management

Range of Security Types:

  • Stocks and Bonds
  • ETFs
  • Mutual Funds
  • Alternative Investments