Paul Valentine, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

About Paul

PARTNERING TOGETHER

The reason I do what I do — and the most fulfilling part of it — is to help people cut through clutter, so they can look to the future with anticipation as they align their financial resources and goals to their value system.

Our ideal client values our advice, is willing to pay for that advice, is pleasant to work with and advocates for us with others. This means we may not be the right fit for everyone. In fact, we’ll likely be a good fit for a few select individuals, families and businesses that align with our...

Work History

  • Edward JonesMay 2000 to Current

Education

  • Bob Jones UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Hiking
  • Cooking

Team Members

  • Jennifer Gilman
    Associate Financial Advisor
    AAMS™, ADPA™, CRPS™
  • Jeff Hamrick
    Sr. Branch Office Administrator
    FPQP®
  • BeLinda Shorts
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 07:30AM - 04:30PM
Sat Closed
Sun Closed

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