Matt Paul Email & Phone Number
Managing Partner, Coastal Bend Wealth Partners @ Raymond James
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Matt Paul Location
- Corpus Christi, TX, US
Matt Paul Work
- 2019 -now Financial Advisor @
- 2019 -now Managing Partner, Coastal Bend Wealth Partners @
- 1991 -2019 First Vice President- Investments; Fundamental Choice Portfolio Manager @
- 1999 -2009 Branch Manager @
- 1989 -1991 Financial Advisor @ Dean Witter Reynolds. Inc
Matt Paul Education
- University of Missouri-Columbia
BSBA (Management)
1974-1977 - Lake Forest High School, Lake Forest, IL 1970-1973
Matt Paul Skills
- Asset Allocation
- Retirement Planning
- Investment Strategies
- Financial Advisory
- 401k Rollovers
- 401k Distribution Options
- 401K/Ira Education
Matt Paul Summary
- Matt Paul, based in Corpus Christi, TX, US, is currently a Managing Partner, Coastal Bend Wealth Partners at Raymond James. Matt Paul brings experience from previous roles at Raymond James Financial Services, Wells Fargo Advisors and Dean Witter Reynolds. Inc. Matt Paul holds a 1974 - 1977 BSBA in Management @ University of Missouri-Columbia. With a robust skill set that includes Asset Allocation, Retirement Planning, Investment Strategies, Financial Advisory, 401k Rollovers and more. Matt Paul has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Matt Paul?
Find contact details for 700 million professionals.
Others Named Matt Paul
Matt Paul
President and CEO
Cornelia, GA, US
Matt Paul
Associate Director Engineering
Chicago, IL, US
Matt Paul
Vice President, App Dev
Los Angeles, CA, US
Matt Paul
Managing Partner, Coastal Bend Wealth Partners
Corpus Christi, TX, US
Matt Paul
Founder and Creator
Novi, MI, US
Matt Paul
Vice President Customer Operations
Huntington, IN, US
Top Raymond James Employees
Tash Elwyn
President, Private Client Group, Raymond James Financial
Saint Petersburg, FL, US
Al Caudullo
Chief Operating Officer - Asset Management Services
Florida, United States
Andrew Krempp
Chief Operating Officer - Raymond James Trust, N.A.
Saint Petersburg, FL, US
Mercedes van Woerkom
COO and MD-Equity Research
Saint Petersburg, FL, US
Stephen Kruchten
President - Financial Institutions Division
Saint Petersburg, FL, US
Shayne Lester
CEO, Partners in Planning | Financial Advisor
Norman, OK, US
Taylor Jordan
Chief Operating Officer, Healthcare Investment Banking
Saint Petersburg, FL, US
Doug Brigman
President, Asset Management Services
Saint Petersburg, FL, US
David Ammerman
CEO, Ammerman Wealth Management
Ponte Vedra Beach, FL, US
Whitney Logan
Founder and President
Columbus, OH, US
Ryan Smith
President
Oak Park, IL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co