Financial Solutions for Today’s Wealthy Investors
Managing significant wealth is a considerable responsibility— especially because the stakes are high for your family and your future. Sometimes the demands of this task can make it difficult to concentrate on what matters most to you: pursuing personal and family aspirations, exploring new opportunities, and living the life you have always envisioned. And when you reach a certain level of wealth and complexity, traditional advisory services may no longer be sufficient.
Christina Paul focuses on helping highly successful families manage the full spectrum of their financial affairs through comprehensive multi-generational solutions and industry-leading resources from Morgan Stanley. Money management, retirement planning, estate planning, insurance, taxes, business planning succession—she will bring together all of these elements into a cohesive and integrated financial plan that will help you enhance and preserve your wealth while enjoying the lifestyle it affords.
Christina runs a relationship-based financial planning practice recognized by her individual clients for quality advice, effective implementation and superior service. She has a focus on building long- term relationships founded on mutual trust and respect. As a wealth advisor to many families, she has experience with the unique challenges, styles and strategies that distinguish you from other investors. She will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Investment Management Consulting Organization
- Certified Financial Planners Association
- Financial Planning
- Wealth Management
- Municipal Bonds
- Fixed Income
- Access to Lending Services
- Life Insurance
- Education Planning
- Estate Planning Strategies
- Retirement Planning
- Master in Economics Fordham University
- BS in Economics SUNY at Albany
- BA in Mathematics SUNY at Albany
- 2000: PaineWebber
- 2009: UBS Financial Services
- Present: Morgan Stanley*
You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Securities Agent: AZ, CA, CT, DC, FL, GA, IL, MA, MI, NC, NJ, NY, OH, OR, SD, TX; General Securities Representative; Investment Advisor Representative; Managed Futures