ADVISOR BIO

Paul J. Phelan is a financial advisor with World Investment Advisors, LLC, an investment firm with offices in Santa Barbara, CA. Paul J. Phelan has been in the financial services industry since June 2002. Paul J. Phelan has a Series 7, 6, 63 and 65. Paul J. Phelan is also a Certified Financial Planner.

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ADVISOR BIO

Paul Edward Schiavone is a financial advisor at Edward Jones with over 10 years of experience in the industry. Paul is registered with both FINRA and the state of Maryland. Paul is a Series 7, 66 and SIE licensed professional. Paul specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Paul has experience working with individuals, high-net-worth individuals, corporations, partnerships, investment clubs, limited liability companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Paul Meehan is a financial advisor at Edgemoor Investment Advisors, Inc., a firm with offices in Bethesda, MD. Paul has been a registered investment advisor since 2006 and has over 20 years of experience in the financial services industry. Paul specializes in portfolio management for individuals, businesses, and investment companies. Paul holds the Series 6, Series 63, and SIE licenses, and is a Chartered Financial Analyst (CFA). Paul has experience with a variety of investment strategies, including growth, value, and income.

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ADVISOR BIO

Paul Louis Schneider is a financial advisor with Ameritas Advisory Services, LLC. Paul is registered with the state of Maryland and Virginia and has been in the industry since December 7, 2008. Paul's firm Ameritas Advisory Services, LLC, provides advisory services to a wide range of clients, including individuals, businesses, and charitable organizations. Paul holds the Series 63, Series 7, and SIE licenses. In addition to his role as a financial advisor, Paul is also a Managing Director at Vector Financial Advisors LLC and Vector Recovery Group, LLC dba Vector Analytics. Paul is a Chartered Financial Analyst.

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ADVISOR BIO

Paul Keats is a financial advisor with RBC Capital Markets, LLC based in Chevy Chase, MD. Paul has been in the industry since 1975. Paul has experience in various financial markets, including equities, options, and futures. In addition to being registered with RBC Capital Markets, LLC, Paul Keats is also registered with the Financial Industry Regulatory Authority (FINRA) and the state of Maryland.

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ADVISOR BIO

Paula Faye Gay is a registered investment advisor representative, with over 27 years of experience in the financial services industry. Paula is currently registered with RBC Capital Markets, LLC in Maryland and Texas. Paula has worked for a number of prominent financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., DB Alex. Brown LLC, and Alex. Brown & Sons Incorporated. Paula has a wide range of experience and expertise in providing financial advisory services to individuals, businesses, and institutions. Paula's areas of specialization include: providing investment advice and portfolio management for individuals, businesses, and institutions, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Paula also provides financial planning services, including retirement planning, college savings planning, and estate planning. Paula is committed to providing her clients with the highest level of personalized service and investment advice.

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ADVISOR BIO

Paula Walker is a registered representative with pfs investments inc. Paula is a financial professional licensed in multiple states. Paula holds the Series 6, Series 63, Series 26 and SIE licenses. Paula has experience in the financial industry since 2021.

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ADVISOR BIO

Paula Anne Landau is a financial advisor who has been in the industry since 1985. Paula currently works at Chevy Chase Trust Co. and is registered to provide investment advice in the District of Columbia, Maryland, and Virginia. Paula has a strong background in financial planning, portfolio management, and education. Paula specializes in providing investment advice to high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Paula is also a Certified Financial Planner. Before joining Chevy Chase Trust Co., Paula worked at LINSCO/Private Ledger Corp. and Alex. Brown & Sons Incorporated.

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ADVISOR BIO

Paula Mary Cooley is a financial advisor with Principal Securities, Inc. based in Bethesda, MD. Paula has been in the securities industry since 2013. Paula Cooley holds the Series 6, Series 7, Series 63, and SIE licenses and is registered with FINRA and the state of Maryland.

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ADVISOR BIO

Paulo Lopes is a registered Investment Advisor Representative with Woodmont Financial Partners LLC. Paulo is licensed in Arizona, Maryland, and Texas. Paulo has been working in the financial services industry since 2012. Paulo holds a Series 65 license and specializes in Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Individuals. Paulo's firm provides advisory services to individuals and businesses.

SPECIALIZATIONS