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
Finance & AccountingView LinkedIn profile

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

  1. Resident Director, First Vice President

    Merrill Lynch

    Jan 2016 — Present

Education

  • Seton Hall University

    Bachelor's Degree

    1991 — 1995

  • Georgian Court University

    Master's Degree

    2016 — 2019

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Paul Degrazia — Resident Director, First Vice President at Merrill Lynch in Princeton, NJ, US | Unifers