Paul Stauffer
Senior Wealth Strategist @Edward Jones Us
Portland, OR, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2025 — Present
Senior Wealth Strategist @Edward Jones Us
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EDUCATION
1983 — 1986
Trinity College-Hartford
Bachelor’s Degree, B.S. in Psychology/B.A in Theology
1979 — 1982
The Hill School, Pottstown, PA
High School, General High School Education
SKILLS
Mutual FundsWealthCertified Financial PlannerBankingSquashPhilanthropic PlanningSeries 7CarpentryWealth ManagementFinanceEstate PlanningTrust & Estate PlannerInvestment ManagementCreditRetirement
ABOUT PAUL STAUFFER
Responsible for delivery of Bank of America Trust Company fiduciary services to Merrill clients in Northern California, Bay Area
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