Paul Weathers is a Financial Advisor at Merrill Lynch in Frisco, TX. Paul helps clients build and preserve wealth through comprehensive wealth management. His process includes investment consulting, retirement goal planning, and risk management. He starts with a conversation about what’s important to you and your family, listening to your aspirations and concerns. He has spent years building relationships with CPAs, attorneys, institutional money managers, and other professionals to help ensure clients can implement his recommendations.
The Merrill Lynch office in Frisco, TX is at The Star, the office building attached to Dallas Cowboy training facility. Frisco is one of the fastest growing cities in the USA and The Star in Frisco is the hub of that growth.
What is a Financial Adviser? (or Financial Advisor)
From investopedia.com, "A financial adviser (or advisor) is a professional who provides financial guidance to clients based on their needs and goals. Typically, they provide clients with financial products, services, planning or advice related to investing, retirement, insurance, mortgages, college savings, estate planning, taxes and more. Some other names for financial adviser include "investment advisor" and "registered representative." Financial advisers can also be insurance agents, accountants or attorneys."