A.G.P. welcomes Paul Morse, CFP® as a Member of its Wealth Management Division, formerly with LPL
A.G.P./Alliance Global Partners (“A.G.P.”) welcomes the arrival of Paul Morse..
A.G.P./Alliance Global Partners (“A.G.P.”) welcomes the arrival of Paul Morse..
As a Managing Director of Wealth Management and as Managing Director of East Coast Business Development, Paul will advise clients in capital raising, investment management, cash flow management, retirement plan design and financial planning for individuals and institutions while facilitating the building and development of wealth management teams at AGP. Over his 30-year career in finance, Paul has engineered team development and co-brokered all aspects of the Private Client experience. While at LPL / Gladstone Wealth Group (2016-2020), he built out and managed their New York City Office. During his 17-year tenure at Wells Fargo Advisors (formerly Wheat First Butcher Singer), he designed, implemented, and managed custom financial plans for retail and institutional clients of the Firm. Before joining WFBS, Paul was a Senior Financial Advisor for Merrill Lynch after graduating from its Professional Development Program in 1994. Paul began his career in finance in the Executive Training Program at PaineWebber in 1991. Paul’s registrations include the FINRA series 7, 63, and 65 and he is a CERTIFIED FINANCIAL PLANNER™ professional, and maintains his Life and Health Insurance license. Paul graduated from Ithaca College with a dual major in Philosophy and Religion. He currently resides in Woodcliff, New Jersey with his wife, Anna, and their son, Sebastian. Paul is an active volunteer for the Boy Scouts, USA Hockey and United States Coast Guard Auxiliary Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
A.G.P. CEO/Executive Chairman Phil Michals, commented: “We are pleased Paul has joined AGP. With his balanced background, he brings a strong foundation for consultation and for constructing and implementing client strategies”.
A.G.P. National Sales Manager Eric Steingruebner, JD, CFP® commented: “We welcome Paul and look forward to supporting the great work that he does for his clients. Adding an advisor with Paul’s experience and dedication is yet another example of the value that AGP provides to advisors looking for flexible client solutions.”