Skip to Main Content
portrait of Paul D Sweeney II
FINANCIAL ADVISOR

Paul D Sweeney II

AAMS™
200 Stanton Blvd Suite 80, Steubenville, OH 43952opens in a new window
Accepting New Clients
CallSend Me a Message

About Paul

Navigating the complexities of financial management requires experience, precision and a deep understanding of your unique goals and priorities. Since 2014, I have partnered with successful individuals and families entering or enjoying retirement to help them design and execute strategies that simplify their financial lives and maximize their opportunities.

At the heart of my practice is a custom retirement process tailored to address the specific needs of high-net-worth clients. My and my team's focus is advanced retirement planning, estate and legacy strategies, and tax-efficient wealth strategies. By focusing on these critical areas, we help remove the uncertainty and stress that can...

Focus Areas

  • Corporate Executives
  • Professional Athletes
  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesJanuary 2014 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Kent State Univ-KentMasters
  • Kent State Univ-KentBachelor of Science

Personal Interests

  • Traveling
  • Architecture
  • Outdoor Enthusiast
  • Personal Fitness
  • Reading

Team Members

  • Cassandra Florczak
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(740) 283-6558

Fax

(888) 638-1704

Office Address

200 Stanton Blvd Suite 80
Steubenville, OH 43952opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More