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Paul Lam, Financial Advisor

FINANCIAL ADVISOR
Paul W Lam

AAMS™
175 Highland Avenue, Needham, MA 02494opens in a new window
Referrals Only
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies

About Paul

As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.

I joined Edward Jones as a financial advisor in 2001, opening the firm's first branch office in Wellesley, MA. I later became a limited partner with Edward Jones in...

Work History

  • Edward JonesJune 2001 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Michigan-Ann ArborBachelor of Science

Personal Interests

  • Cooking
  • Fine Dining
  • Golfing

Team Members

  • Brandi Kasza
    Registered Branch Associate
  • Maryann Bonanno
    Sr. Branch Office Administrator
  • Susan Fonseca
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Phone

(781) 431-9500

Fax

(888) 338-8272

Office Address

175 Highland Avenue
Needham, MA 02494opens in a new window

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