First Vice President, BayCoast Financial Services Investment Representative, Infinex Investments Inc. 508-675-4454 firstname.lastname@example.org
Prior to joining BayCoast Financial Services, formerly Citizens-Union Financial Services, in 2007, Paul served in the Wealth Management Groups at two regional banks: Bridgewater Savings Bank and Plymouth Savings Bank. As First Vice President and Registered Representative at BayCoast Financial Services, Paul manages investments and assets for clients, including mutual funds, annuities, income strategies, retirement plans, and 529 plans. Paul is also responsible for developing new business for Plimoth Investment Advisors and training Bank employees how to refer BayCoast Financial Services to their customers.
Paul holds a bachelor’s degree in economics from Northeastern University in Boston. He is a FINRA General Securities Representative (Series 7 and Series 63), and holds the Massachusetts State Insurance License for Life and Health.
Since 2010, Paul has been an active participant in Credit for Life, an interactive financial literacy fair for high school students, throughout the south coast region. Paul is also a committee member of the Bishop Connolly Memorial Scholarship Golf Tournament as well as a strong advocate and active member of the Sacred Heart food pantry since 2015. Paul was also asked to join the Watuppa Rowing Center Board in 2019 and has since been elected as the board’s chair in 2020.
Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. BayCoast Financial Services is a subsidiary of BayCoast Bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Customer Service Specialist, BayCoast Financial Services
Associate Advisor, BayCoast Financial Services