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Paul Joseph Polito Cfp

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Paul Joseph Polito Cfp

SVP Financial Advisor | Merrill Lynch

Clearwater, Florida, United States

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Paul Joseph Polito Cfp

Summary

Paul Joseph Polito is a seasoned financial advisor with over 29 years of experience at Merrill Lynch, a leading financial services firm. As a Senior Vice President, he specializes in wealth management, retirement planning, and risk management, helping clients navigate complex financial landscapes. His extensive expertise encompasses banking, investments, and portfolio management, making him a trusted partner for high-net-worth individuals. Paul holds a Bachelor of Science degree in Accountancy from the University of North Carolina at Wilmington. His long tenure at Merrill Lynch highlights his commitment to client service and financial excellence. Based in Tampa, Florida, he is well-versed in the local market dynamics. Paul is also known for his strategic approach to financial analysis and investment, positioning him as a key player in the financial advisory field. His professional journey reflects a blend of stability and deep industry knowledge, underscoring his adaptability in a competitive environment.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Paul Joseph Polito Cfp

Work Experience

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SVP Financial Advisor at

Merrill Lynch

November 1994 - Present

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Svp Financial Advisor at

Merrill Lynch A Bank Of America

November 1994 - Present

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Senior Vice President at

Merrill Lynch

January 1994 - Present

💼

Senior Vice President at

Merrill Lynch/Wfc/L. Inc.

January 1994 - Present

company logo

Senior Vice President Financial Advisor at

Merrill Lynch

Present

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Paul Joseph Polito Cfp

Education

University of North Carolina Wilmington, Bs

January 1984 - January 1989

University of North Carolina Wilmington, BS

January 1984 - January 1989

Frequently Asked Questions about Paul Joseph Polito Cfp

What is Paul Joseph Polito Cfp email address?

Paul Joseph Polito Cfp's primary email address is ***********@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Paul Joseph Polito Cfp work for?

Paul Joseph Polito Cfp is a SVP Financial Advisor at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Paul Joseph Polito Cfp graduated from?

Paul Joseph Polito Cfp holds a degree in Accounancy from University of North Carolina Wilmington.

How can I directly contact Paul Joseph Polito Cfp?

To contact Paul Joseph Polito Cfp directly, you can use the email address ***********@ml.com. Complete contact information is available upon registration with Muraena.

Who is Paul Joseph Polito Cfp?

Paul Joseph Polito is a seasoned financial advisor with over 29 years of experience at Merrill Lynch, a leading financial services firm. As a Senior Vice President, he specializes in wealth management, retirement planning, and risk management, helping clients navigate complex financial landscapes. His extensive expertise encompasses banking, investments, and portfolio management, making him a trusted partner for high-net-worth individuals. Paul holds a Bachelor of Science degree in Accountancy from the University of North Carolina at Wilmington. His long tenure at Merrill Lynch highlights his commitment to client service and financial excellence. Based in Tampa, Florida, he is well-versed in the local market dynamics. Paul is also known for his strategic approach to financial analysis and investment, positioning him as a key player in the financial advisory field. His professional journey reflects a blend of stability and deep industry knowledge, underscoring his adaptability in a competitive environment.

Paul`s contact details

mail

***********@ml.com

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