Paul Robert Garrido

About Paul Robert Garrido

When wealth takes on a certain scale, its management requires sustained focus and intellectual rigor. My team and I provide that depth. I am a Senior Vice President and Private Wealth Manager with The Sharma Group at Merrill Private Wealth Management. Company founders, CEOs, private equity and venture capital principals, and accomplished families look to us to help navigate the decision points that can accompany financial success. People are my priority. I am proud of the close ties I build with clients, often becoming a member of their inner circle and an integral part of their lives. Clients, I believe, can perceive my genuine care for them. That dedication manifests in many ways-my accessibility, my responsiveness, and my attentiveness to what is going on in their lives. I tend to build relationships that span decades. When people engage my help, I like to ask a question:\"What\'s running your life?\" Together, my team and I look to make clients\' lives easier, less stressful, and more fulfilling. Significant wealth is our only focus. This factor, we believe, differentiates our ability to anticipate and capitalize on the opportunities that clients encounter. TEAM ACCOLADES - THE SHARMA GROUP: • Forbes \"Best-in-State Wealth Management Teams\" list 2023 and the #1 Team in Massachusetts (Published on January 12, 2023. Rankings based on data as of March 31, 2022). • Forbes \"America\'s Top Wealth Management Teams Private Wealth\" list 2022 (Published on November 8, 2022. Rankings based on data as of March 31, 2022). • Barron\'s \"Top 100 Private Wealth Management Teams\" list 2021 (Published on April 16, 2021. Rankings based on data as of December 31, 2020). MY BACKGROUND: I have been a member of Merrill since 1987. I earned my undergraduate degree from Columbia University and continued my graduate work at Harvard University, where I authored a quarterly report on mergers and acquisitions. REACH ME DIRECTLY: 61••••••21 p••••••••@ml.com

Experience

1. Private Wealth Manager, Senior Vice President

   Merrill Lynch

   Mar 1987 — Present

Education

• Columbia University

  Bachelor's Degree

  1978 — 1983