portrait of Paul T Berardo

About Paul

After a career of serving my country for 30 years as a U.S. Marine, I now have the privilege of serving clients with Edward Jones over the past five years. I feel so blessed that everyday I can have a positive, meaningful impact with my clients, my community and my family. Being a financial advisor has allowed me to build tremendous relationships with many of the families we serve.

When you meet with our branch team, you will find that we have refined our process to ensure we provide the highest level of service to our clients, their CPAs, attorneys and...

Focus Areas

  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • New Investors

Work History

  • Edward JonesAugust 2007 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Wayland Baptist UniversityMaster of Arts
  • College for Financial PlanningMasters

Personal Interests

  • Spending Time with Family
  • Reading
  • Swimming
  • Football
  • Hockey

Team Members

  • Julia Welsh
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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