In his role as financial advisor with Private Advisor Group, Paul Colwell serves a diverse range of clients, from professionals, executives and small business owners to those nearing or enjoying retirement. While each of these groups has its own unique financial concerns, Paul’s approach is always the same. He spends time getting to know each of his clients in order to gain a full understanding of their current financial picture, immediate concerns and future objectives.
A significant portion of Paul’s job involves managing his clients’ wealth in order to help them pursue their life goals. Paul aims to design investment plans that will enable his clients to stay invested under any market conditions. Through the ongoing monitoring of clients’ circumstances, portfolio mix and manager performance, Paul strives to keep them on track as they pursue their financial planning objectives.
Paul has over 30 years of professional experience in financial-related business activities, including time spent in the public and private accounting field, commercial lending to middle-market businesses and providing property and casualty insurance services to this marketplace. Paul joined Morgan Stanley as a financial advisor in 1997, where he finished in the top quartile of his training class in each of his first three years and was the first advisor in his office in five years to earn the National Sales Director’s Award.
Paul earned a BSBA in accounting from Boston University. As a General Securities Registered Representative, he holds the Series 7, 63, 65 and 31 FINRA registrations through LPL Financial. He is also licensed to advise and sell clients life, disability, long-term care and variable insurance products.
Paul and his family have resided in Madison, NJ, for the last 20 years. Outside of the office, he enjoys sharing his free time with family and friends, either relaxing on the beach in Cape Cod or exploring the lakes and mountains of Vermont and New Hampshire. Paul is an avid player of golf, tennis and platform tennis and also enjoys watching almost any sporting event, especially football and hockey.