Directory
>
Paul Oakley
Paul Oakley
Senior Financial Advisor, Senior Vice President-Wealth Management | Merrill Lynch
Upper Providence Township, Pennsylvania, United States
Paul Oakley
Summary
Paul Oakley is a seasoned Senior Financial Advisor at Merrill Lynch Wealth Management, boasting over two decades of experience in the financial services sector. His expertise lies in Securities Law and Compliance, which is complemented by his Chartered Retirement Planning CounselorSM designation. Paul has a robust understanding of wealth management strategies and is adept at navigating complex regulatory environments. He has been with Merrill Lynch since 2009, showcasing his commitment to client success and financial integrity. His educational background from Rutgers adds to his credibility in the industry. Paul is known for his analytical approach and a strong sense of ethics in financial advising. He is passionate about helping clients achieve their retirement goals and financial security. Outside of work, he may be interested in mentoring young professionals in finance, given his extensive experience.
Paul Oakley
Work Experience
Senior Financial Advisor, Senior Vice President-Wealth Management at
Merrill Lynch
May 2009 - Present
Paul Oakley
Education
Rutgers, Bachelor's Degree
January 1985 - January 1989
Frequently Asked Questions about Paul Oakley
What is Paul Oakley email address?
Paul Oakley'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 Oakley work for?
Paul Oakley is a Senior Financial Advisor, Senior Vice President-Wealth Management at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.
Where Paul Oakley graduated from?
Paul Oakley holds a degree in from Rutgers.
How can I directly contact Paul Oakley?
To contact Paul Oakley directly, you can use the email address ***********@ml.com. Complete contact information is available upon registration with Muraena.
Who is Paul Oakley?
Paul Oakley is a seasoned Senior Financial Advisor at Merrill Lynch Wealth Management, boasting over two decades of experience in the financial services sector. His expertise lies in Securities Law and Compliance, which is complemented by his Chartered Retirement Planning CounselorSM designation. Paul has a robust understanding of wealth management strategies and is adept at navigating complex regulatory environments. He has been with Merrill Lynch since 2009, showcasing his commitment to client success and financial integrity. His educational background from Rutgers adds to his credibility in the industry. Paul is known for his analytical approach and a strong sense of ethics in financial advising. He is passionate about helping clients achieve their retirement goals and financial security. Outside of work, he may be interested in mentoring young professionals in finance, given his extensive experience.
Paul`s contact details
***********@ml.com
Colleagues
Financial Advisor, Vice President
Wealth Management Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Wealth Management Advisor, Managing Director
Senior Financial Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Financial Advisor, Vice President
Financial Advisor, First Vice President
VP, Supervision Principal
Wealth Management Advisor, First Vice President-Wealth Management