![]() Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based Rankings based on data as of June 30, 2021.ĭata provided by SHOOK® Research, LLC. *Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. In addition Paul is very active in several philanthropies and is or has served on the board of: Ketchum YMCA Board, Al Wooten Center, Goodwill Industries of Southern California, and was Chairman of the Board of Governors of the Los Angeles Athletic Club. Rankings based on data as of June 30, 2021).* In his previous role as an Advisor, Paul was named to Forbes “Best-in-State Wealth Advisors” list in 2022 (Published on April 7, 2022. Paul has continued his education and holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ (The Institute), taught in conjunction with the Wharton School. ![]() In addition, Paul assists the principals of those organizations in helping achieve their personal financial goals. ![]() He has been in the financial services industry for nearly 40 years and with Merrill Lynch Wealth Management for 36 years focusing on Public, Private, and Non-Profit organizations in the areas of short and long term investments, financing and retirement programs. PAUL WETMORE is a Managing Director and Senior Consultant.
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