Paul Brewer
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Concord, NH 03301
Credentials
Series 63, Series 65
Industry experience
37 years
Paul Brewer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on building and maintaining relationships with clients, teammates, and community members, aiming to support clients through various financial challenges and goals.
His expertise includes executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and tax minimization. Paul and his team prioritize understanding clients' unique situations and simplifying their financial lives through a foundation of team collaboration, advice, service, and transparency.
Paul holds a Bachelor's Degree from Colby College and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, he is involved in his community through organizations such as Simsbury Little League, Simsbury Youth Hockey, Simsbury Youth Soccer, and Valley Community Baptist Church.
Bank Of America, N.a.
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
1988 - Present (38 years)
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