Senior Vice President, Investment Advisor
Paul Gordon, CFP®, CTFA
In 2005, Paul began his career in the investment industry at H.D. Vest Financial Services. Prior to joining FinTrust, Paul was a CFP® at Raymond James Financial Services, where his responsibilities included helping with the establishment and monitoring of investment and retirement accounts along with college saving plans. Paul also was in charge of financial planning for clients and prospects.
Paul is deeply committed to working with his clients to develop sound financial plans. Leveraging time and discipline, he aims to put his clients on the path to achieving their financial goals. He takes the time to understand what is important to his clients and ensure that they can maintain their desired lifestyle leading up to and through retirement.
Understanding that circumstances and goals can change, Paul works with individuals to ensure their plans remain current. He uses a wide array of financial vehicles and instruments tailored to the client’s particular needs and values. From individual investing to complex options, Paul tailors solutions to suit each client’s individual situation.
Paul has a tax background, which helps him maximize efficiency on investments and distributions in retirement. He enjoys working with clients on individual stock selections, full financial plans, and using options strategies where appropriate.
Paul Lives in Greenville, SC, with his wife Amanda and their two children, Henry and Lucy. They enjoy traveling and weekends at their family home in Beaufort, SC.
Education, Credentials & Special Training:
- CERTIFIED FINANCIAL PLANNER™
- CERTIFIED TRUST AND FIDUCIARY ADVISOR
- FINRA Licenses: Series 7 and 66
- License, Life and Health Insurance in SC
- B.S., Business Administration, College of Charleston
- Post Baccalaureate Certificate, Accounting, Furman University