Paul e Westphal
Senior Vice President – Financial Advisor, Consulting Group at RBC Wealth Management
- Role
- Senior Vice President Branch Director, Financial Advisor at RBC Wealth Management
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Paul e Westphal
With over 30 years of experience in financial services, Paul leads the WE Wealth…
Experience
Senior Vice President Branch Director, Financial Advisor
Oct 2018 — Present
Lead development and growth of the Northshore-Milwaukee market for RBC Wealth Management.Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
Education
Lubar College of Business
Business Administration, Finance, Real Estate
1984 — 1988
Skills
- Financial Services
- Series 7
- Wealth Management Services
- Retirement
- Wealth
- Asset Management
- Portfolio Management
- Investments
- Finance
- Tax Reduction
- Asset Allocation
- Wealth Management
- Investment Management
- Securities
- Estate Planning
- Financial Advisory
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