Our Team

J. Paul Phelan, CFP

Paul joined the team at Synergy Financial Group (SFG) in January, 2017 as the Director of Financial Institutions. He serves as the relationship manager for our financial institution strategic partners. He is also the primary contact for financial advisors who are either interested in joining the SFG team or seeking succession planning for their practices.

Paul’s career in the financial institution channel has spanned more than 35 years. His first decade in retail banking started as a teller and progressed to branch manager. The second part of his career has focused on creating and developing bank investment programs. He has held positions as a Financial Advisor, Product Manager, Sales Manager, Training Facilitator and Program Manager.

He excelled in recruiting, hiring, training and coaching branch-based financial advisors. Paul emphasized the transition to fee-based advisory practices which focuses on doing what is best for the client.

His banking experience began with Mercantile, followed by Provident (now M&T), PNC and then to 1st Mariner where he led the transition of outsourcing their LPL book of business to SFG.

A lifelong Maryland resident, Paul is a graduate of Towson University and the College for Financial Planning. He resides in Parkville with his family and enjoys traveling, biking and kayaking.