Paul Richards
   
Title:
Wealth Management Advisor
   
Firm Name:
Northwestern Mutual Wealth Management Co
   
Location:
 Jacksonville, Florida
 
Company Size:
Services offered:
Financial Planning , Portfolio Management , Retirement Savings , College Savings , Stocks/ Bonds , Estate Planning , Charities/ Foundations , Life Insurance , Disability Insurance , Health Insurance , Long-Term Care
 
Qualifications:
 
Registered Representative of Northwestern Mutual Investment Services, LLC
Member of Securities Industries Association
Member of Securities Traders Association
 
Minimum Account Size:
$500,000.00
 
Fee Structures:
Asset Based Fee , Commission
 
Years of experience:
25
 
Education:
Syracuse University: Bachelor of Science

Fuqua School of Business - Duke: Senior Management Business Development
 
Age:
50
 
Foreign Languages:
English
 
Religion:
Catholic
 
My value to clients:

As a Wealth Management Advisor, I understand complex financial issues, and how they can affect life goals — whether a client is working to achieve current financial success, or protect and preserve assets over the long term.

I work with clients to:

Gain a clear understanding of investment goals. 
Identify solutions to meet a client's needs.
Create a comprehensive plan designed to achieve a client's goals.
Monitor the client's plan and make adjustments as needs change.


I can design a comprehensive plan or one that specializes in one specific area of need, such as estate planning, retirement planning or business succession planning.
 
Investment/ Business Philosophy:

The mission of the Northwestern Mutual Wealth Management Company® is to provide expert guidance for a lifetime of financial security by offering high quality investment and wealth management programs and services for high net worth clients.
 
Target Clients:
 
  • High Net Worth Clients
  • Small Business Owners
 
Personal/ Additional Details:
I've spent the last 25 years in the Securities Industry operating in both the retail and institutional sides of the business. I've been in Executive Management positions with some of the largest financial institutions in the country. I enjoy bringing my extensive industry experience to my clients of Northwestern Mutual Financial Network.