In January 2017, Paul joined Synergy Financial Group (SFG) as the Director of Financial Institutions, bringing with him over 35 years of experience in the financial institution channel. As the relationship manager for our financial institution strategic partners, Paul serves as the primary contact for financial advisors who are interested in joining the SFG team or seeking succession planning for their practices.
Paul’s career in the financial institution industry began with a decade in retail banking, starting as a teller and working his way up to branch manager. He then shifted his focus to creating and developing bank investment programs, where he held various positions such as Financial Advisor, Product Manager, Sales Manager, Training Facilitator, and Program Manager.
Throughout his career, Paul has excelled in recruiting, hiring, training, and coaching branch-based financial advisors. He emphasizes the importance of transitioning to fee-based advisory practices that prioritize what’s best for the client.
Paul’s extensive banking experience includes working with Mercantile, Provident (now M&T), PNC, and 1st Mariner, where he led the transition of outsourcing their LPL book of business to SFG.
As a lifelong resident of Maryland, Paul is a graduate of Towson University and the College for Financial Planning. He currently resides in Parkville with his family and enjoys traveling, biking, and kayaking. At Synergy Financial Group, we are proud to have Paul as a part of our team and value his expertise in the financial institution industry.