Meet Paul
Paul is a Sr. Vice President based in Scottsale, Arizona. He joined Mercer Advisors in 2018 after serving as President of Empower Financial Group for nine years. Before that, he served as Sr. Financial Advisor at Merrill Lynch and Financial Advisor at Wells Fargo Advisors. Paul spent 15 years in sales roles and ownership at various companies before becoming an advisor in 2003. In his current role, he educates prospective clients on Mercer Advisors to see if we are the right fit for them. Paul earned a B.S. degree in business administration with a major in finance from Arizona State University. He is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning Counselor®.
His working style
Paul is known to use his many years of success and experience as a corporate executive, business owner, and financial advisor to offer practical solutions to prospective clients and work with financial consultants at our brokerage partners.
Paul in real life
What keeps you busy outside of work?
Golfing, working out, playing pickleball, skiing, hiking, and traveling.
How do you give back?
I spent 19 years coaching youth football in our community.
Favorite thing about where you live?
Phoenix and Flagstaff have incredible weather that is conducive to being active outdoors. It’s a beautiful part of the country to hike and experience.
Meet Paul’s Teammates
Susy Gibo
Sr. Client Development Associate
What Paul Says
Susy is the reason for our tremendous success working with our brokerage partners. She is detailed, thorough, and caring, and the clients love her.
Mattijs Ossorio
Associate Vice President
What Paul Says
Mattijs “Tice” makes sure that our relationships with the key financial consultants and branch managers at our brokerage partners are based on postive, forward-moving interactions.
Will Mannon
Executive Managing Partner
What Paul Says
Will supports all of my efforts and removes roadblocks to help me work successfully with new clients.
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