MANAGEMENT TEAM

Paul Maizes - Vice President, Wealth Advisor

In addition to Paul's natural desire to help individuals and families in Wealth Advisory he also works closely with Financial Advisors. He assists in all aspects of wealth preservation and wealth transfer solutions. A special emphasis is given to eliminating estate taxes and redirecting this money to family and charity.

Mr. Maizes has over 23 years of sales, marketing and business development experience in the both the service and manufacturing sectors. Paul was most recently one of the founding shareholders and Vice President of Business Development for a $20 million dollar start- up manufacturing company. Prior to that he worked on Wall Street for Paine Webber where he graduated from their highly respected training program. While at Paine Webber he excelled in Estate Planning and Money Management. Paul, throughout his successful business career, has continued to advise clients in all matters pertaining to estate planning and money management.

Paul earned a B.A. from Clark University and holds several professional licenses; Series 7 & 63(securities), Insurance (life, health & annuity). Paul has coached in various local recreational leagues over the past 13 years and has been active in various charities. Mr. Maizes resides in Parkland, FL with his wife and two sons.

MANAGEMENT TEAM

Marc Sheridan, President and Founder
Paul Maizes, Vice President, Wealth Advisor
Charles Robb, Vice President, Marketing