M. Paul Massey


First Vice President, Investments

CERTIFIED FINANCIAL PLANNER™

PAUL.MASSEY@RAYMONDJAMES.COM

 

As a caring investment professional, Paul is dedicated to helping our clients achieve their investment and financial planning objectives. He is a graduate of the University of Florida with a major in Finance. He went on to earn his Master of Business Administration degree with a specialization in Corporate Finance from Rollins College.

Paul is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association (FPA). He is also a member of the Estate Planning Council of Indian River County. Paul has received many industry awards since joining Raymond James in 1998, most recent was his recognition as a 2014 President's Club Member*. He is currently the Branch Manager for the Vero Beach and Fort Pierce, Florida locations as well as the Golden, Colorado location.

On our team, Paul specializes in equity recommendations and allocations. He has always had a passion for investing in good growth businesses. His planning process focuses on creating and maintaining a financial plan designed to help you meet your financial needs and objectives. "Every individual has personalized goals and should have a financial plan tailored to their needs. We can help develop a detailed analysis of your entire financial situation."

Paul lives in Vero Beach, with his wife Jennifer and their two children, Cooper and Marley. In his spare time, Paul enjoys playing golf, boating with his family and coaching Little League baseball.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.