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Paul Mccauley

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Paul Mccauley

Private Wealth Advisor, Managing Director | Merrill Lynch

Providence, Rhode Island, United States

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Paul Mccauley

Summary

Paul McCauley is a seasoned Managing Director and Private Wealth Advisor at Merrill Private Wealth Management, where he has been instrumental in shaping wealth management strategies since 2002. Leading the McCauley/McGuirk Group, he specializes in delivering tailored wealth management solutions for ultra-affluent families, trusts, and foundations across the United States. With a remarkable track record of overseeing over $3.1 billion in assets, Paul emphasizes a conflict-free approach that integrates investment management with estate planning and tax minimization strategies. His extensive experience in financial services is complemented by numerous accolades, including recognition from Barron's and Forbes as one of America's top financial advisors. Paul holds a Bachelor's Degree from the College of the Holy Cross and continues to be a pivotal figure in the financial advisory landscape. He is passionate about providing exceptional client service and fostering long-term relationships built on trust and expertise.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Paul Mccauley

Work Experience

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Private Wealth Advisor, Managing Director at

Merrill Lynch

July 2002 - Present

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Managing Director at

Robertson Stephens

February 2000 - July 2002

💼

Principal at

Montgomery Securities

October 1997 - February 2000

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Paul Mccauley

Education

College of the Holy Cross, Bachelor's Degree

January 1982 - January 1986

Frequently Asked Questions about Paul Mccauley

What is Paul Mccauley email address?

Paul Mccauley'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 Mccauley work for?

Paul Mccauley is a Private Wealth Advisor, Managing Director at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Paul Mccauley graduated from?

Paul Mccauley holds a degree in from College of the Holy Cross.

How can I directly contact Paul Mccauley?

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

Who is Paul Mccauley?

Paul McCauley is a seasoned Managing Director and Private Wealth Advisor at Merrill Private Wealth Management, where he has been instrumental in shaping wealth management strategies since 2002. Leading the McCauley/McGuirk Group, he specializes in delivering tailored wealth management solutions for ultra-affluent families, trusts, and foundations across the United States. With a remarkable track record of overseeing over $3.1 billion in assets, Paul emphasizes a conflict-free approach that integrates investment management with estate planning and tax minimization strategies. His extensive experience in financial services is complemented by numerous accolades, including recognition from Barron's and Forbes as one of America's top financial advisors. Paul holds a Bachelor's Degree from the College of the Holy Cross and continues to be a pivotal figure in the financial advisory landscape. He is passionate about providing exceptional client service and fostering long-term relationships built on trust and expertise.

Paul`s contact details

mail

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

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