Paul M. Green

Paul M. Green

Senior Partner
Retirement Planning Specialist

Phone: 407-370-0327
E-mail:
 

Paul works with both individual and small business clients in the areas of Insurance Analysis, Business Planning, and Case Design. Paul has an excellent understanding of investment platforms as well as an extensive knowledge of the equity and bond markets. Paul offers a wide range of investment products and services available to help meet his clients’ needs. Some of which include insurance, annuities, stocks, bonds and mutual funds. He has continuously sought to develop his skill set to offer his clients the broadest range of services.

Paul holds the 7, 63, and 65 registrations. He also holds the state of Florida life insurance and variable annuity licenses.

Prior to entering the financial services industry and joining AXA Advisors in 2001, Paul spent 7 years in the Education Department at Sea World of Florida working in various roles. Paul was the Supervisor of Education during the last 2 years of his time with Sea World. He also worked as the Operational Manager/ Consultant for the development and launching of the International Space Station Visitor’s Complex at the Kennedy Space Center in Cape Canaveral Florida.

Paul actively serves in the Central Florida community. Paul enjoys being a member in organizations such as West Orange Chamber of Commerce, Central Florida Hotel and Lodging Association and Universal Orlando Foundation

The approach of Wealth Management Strategies is to help you build a plan that is custom-tailored to your personal goals, needs and individual situation. Paul's team will help you to focus on what's most important to you, to pinpoint your financial objectives, and to identify specific strategies to help you strive toward turning your dreams into realities.

 

 

 

 

 

Paul M. Green is a registered representative who offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through AXA Network, LLC. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, and in PR as AXA Network of Puerto Rico, Inc.  Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. Wealth Management Strategies of Central Florida is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network

California Insurance License #: 0D58297


Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Wealth Management Strategies of Central Florida is not owned or operated by AXA Advisors, LLC or its affiliates.