Senior Financial Advisor / Managing Director, Great Lakes Region / email@example.com
As Managing Director of DBR & CO Great Lakes Region, Paul is responsible for driving the regional presence in the Great Lakes Region. With more than 20 years of experience in the investment and insurance industries, Paul has built a career on successfully managing an investment and wealth management practice consisting of high net worth clients and qualified retirement plans.
Paul joined DBR & CO from Rehmann Financial where he served as Principal and Managing Director. In addition, his experience includes time as President of Hylant Financial Services and as Senior Vice president for Merrill Lynch where he worked with high net worth individuals and corporate clients.
He received his Bachelor’s degree from Bowling Green State University and attended the Wharton School at the University of Pennsylvania where he participated in the Executive Leadership Program. Paul holds the Series 7, 63 and 65 security registrations, life and health insurance licenses as well as the Accredited Investment Fiduciary®(AIF®) designation.
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