About Me
Paul Smith, CFP®
Senior Vice President/Investments
[email protected] | (610) 567-1970
With nearly 40 years of experience in the financial services industry, Paul helps individuals and corporations build and implement retirement plans through a highly personalized approach. He focuses on all facets of wealth management, including estate planning strategies, retirement and wealth planning strategies, insurance planning, risk management strategies, and asset allocation. Paul works alongside other professionals, such as attorneys and CPAs, to create strategies designed to help clients build and preserve their wealth across generations.
Born in Philadelphia and spending his formative years in Springfield, Pennsylvania, Paul attended Archmere Academy and graduated from Ursinus College. He began his financial services career in 1982, spending nearly 25 years with Janney Montgomery Scott before joining Raymond James & Associates in 2007. He joined Stifel in 2021.
Paul earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. In 2007, he completed the SIFMA Securities Industry Institute program at the University of Pennsylvania Wharton School of Business.
Senior Vice President/Investments
[email protected] | (610) 567-1970
With nearly 40 years of experience in the financial services industry, Paul helps individuals and corporations build and implement retirement plans through a highly personalized approach. He focuses on all facets of wealth management, including estate planning strategies, retirement and wealth planning strategies, insurance planning, risk management strategies, and asset allocation. Paul works alongside other professionals, such as attorneys and CPAs, to create strategies designed to help clients build and preserve their wealth across generations.
Born in Philadelphia and spending his formative years in Springfield, Pennsylvania, Paul attended Archmere Academy and graduated from Ursinus College. He began his financial services career in 1982, spending nearly 25 years with Janney Montgomery Scott before joining Raymond James & Associates in 2007. He joined Stifel in 2021.
Paul earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. In 2007, he completed the SIFMA Securities Industry Institute program at the University of Pennsylvania Wharton School of Business.