Paul Toomey

Role: Wells Fargo Advisors
Location: Boston, MA, US
LinkedIn followers: 500 followers

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About Paul Toomey

Focus on Investment Planning Strategies for Individuals, Family Groups & Family…

Experience

Wells Fargo Advisors
Present

Skills

Strategic Investment Planning
Wealth Management
Estate Investment Planning
Trading
Concentrated Stock Management
Analysis
Estate Planning
Finance
Investments
Financial Analysis
Retirement
Financial Structuring
Financial Modeling
Business-Succession Planning
Loans
Risk Management
Wealth Accumulation Strategies
Bonds
Equities
Mergers & Acquisitions
Access
Asset Allocation
Options
Due Diligence
Business-Owner Planning
Stock Analysis
Mutual Funds
Tax-Efficient Strategies
Strategic Planning
Private Equity
Deferred Compensation Plans
Management
Corporate Finance
Securities
Alternative Investments
Retirement Plan Consulting

Contact information

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Work email
•••••@wellsfargoadvisors.com
Personal email
•••••@•••••.com
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Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

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