Paul Degrazia
First Vice President, Resident Director, Senior Portfolio Advisor
- Role
- Resident Director, First Vice President at Merrill Lynch
- Location
- Princeton, NJ, US
- LinkedIn followers
- 500 followers
About Paul Degrazia
Paul DeGrazia is the Resident Director for Merrill Lynch Wealth Management in the Princeton, NJ complex. He began his career with Merrill in 1995, focusing on Retirement, Executive Compensation, and Employee Benefit plans. For more than 25 years, Paul has worked successfully in both an advisory and leadership capacity assisting individuals, small businesses, and institutional clients. Passionate about helping clients achieve their financial goals, Paul rejoined Merrill as a Financial Advisor with the Loff Warringer Group in January, 2016; now Warringer DeGrazia & Associates. Paul\'s extensive background allows him to take a holistic, goal based approach in working with clients. Through this approach, he is able to identify and understand the unique, and often complex needs of each relationship. With access to the vast investment resources of Merrill and the banking capabilities Bank of America, along with the thought leadership of Warringer DeGrazia & Associates, Paul is able to effectively recommend, implement and regularly review personalized strategies. These strategies focus not only on investment management, but incorporate banking, lending, education and planning, as well as trust and estate considerations. Paul has earned the trust and loyalty of clients by demonstrating a clear understanding of their needs, and delivering exceptional service in a timely fashion.
Experience
Resident Director, First Vice President
Jan 2016 — Present
Education
Seton Hall University
Bachelor's Degree
1991 — 1995
Georgian Court University
Master's Degree
2016 — 2019
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