Paul C Richards
Wealth Management Advisor|CIMA®
Personal
Currently, Paul resides in Jacksonville, FL, with his wife, Joanna, and their three boys. Together, they enjoy international travel, boating, home renovation, and outdoor activities.
In addition to his work, Paul is also deeply committed to supporting organizations that seek cures for childhood illnesses. Having been personally impacted, he sees, firsthand, the ability to make an impact in the lives of others.
Professional
Delivering consistent client-first service experience based on unsurpassed market acumen and unwavering integrity.
Paul Richards received his undergraduate degree from Syracuse University, where he earned a double major. After graduating he moved to Atlanta, Georgia where he began his financial career with a national broker-dealer. He rose to the position of Southern Regional Manager before joining Wachovia Investments in Winston-Salem, North Carolina. During his tenure at Wachovia, he managed the Retail and Institutional Equity Trading desks. Based on his accomplishments, he was invited to attend the Senior Management Business Development Program at Duke University's Fuqua School of Business.
When Paul left Wachovia for his next challenge, he had risen to be the Senior Vice President and Managing Director for Wachovia Investments. His next opportunity took him to Chicago, where he served as the Senior Vice President for the Chicago Stock Exchange. In this position, he reported directly to the CEO and was responsible for all sales and service of the Exchange. That experience led him to New York City, where he joined a New York Stock Exchange member firm as the Managing Director of Sales and Marketing.
Upon relocating to Jacksonville, FL, Paul chose a long-term career where he could leverage the expertise while working face-to-face with clients and have work-life balance for his family. Utilizing his institutional market experience and his client-first philosophy, Paul joined the Wealth Management division of Northwestern Mutual in 2003. With over 40 years of total industry experience, Paul has built a thriving insurance and comprehensive wealth management practice.
Education
- Syracuse University: Bachelor of Science
- The Wharton School: Certified Investment Management Analyst Program
Associations and Memberships
- Member of Securities Industries Association
- Member of Securities Traders Association
Here are my areas of expertise
Financial Planning
Wealth Management
Advisory Services
Investment Planning & Strategies
Retirement Planning & Income Strategies
Insurance Protection Strategies
Multigenerational Planning
Estate Planning
Comprehensive Financial Planning
Paul's team focuses on developing comprehensive financial plans and asset management for high net worth families, individuals, professionals, business owners, and senior level executives. His decision to limit the practice to high net worth client ensures the team can provide a concierge level of service which is far superior to what most of his clients had ever experienced prior to partnering with Paul. Additionally, his clients value having a real relationship based on trust, integrity, and excellent performance.
Starting with a comprehensive assessment of your current situation, Paul will use his extensive experience in wealth management, financial planning, insurance, retirement, and estate planning to design a financial plan to help make those goals attainable.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
