Paul Weathers, a Frisco Financial Advisor at Merrill Lynch, helps clients build and preserve wealth through comprehensive wealth management.
His process includes investment consulting, retirement goal planning, and risk management. He starts with a conversation about what’s important to you and your family, listening to your aspirations and concerns. He has spent years building relationships with CPAs, attorneys, institutional money managers, and other professionals to help ensure clients can implement his recommendations.
He started in the investment business with Raymond James Financial Services, Inc. in 2003. Paul was named to the Raymond James Executive Council from 2014-2017, an honor presented to those who have demonstrated a high level of commitment to clients through personal service and professional integrity. In 2018 he joined Merrill Lynch Wealth Management located at The Star in Frisco.
Paul is a CERTIFIED FINANCIAL PLANNER™ practitioner, and holds the Chartered Financial Consultant® designation. He also holds the Series 7 and 63 FINRA registrations and insurance licenses.