Paul Nicely Email & Phone Number
Managing Director, Co-Director Wealth Strategies Group @ Eaton Vance
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Paul Nicely Location
- Seattle, WA, US
Paul Nicely Work
- 2023 -now Managing Director, Co-Director Wealth Strategies Group @
- 2006 -2023 Vice President, Regional Director @
- 2003 -2006 Internal Wholesaler @
- 2002 -2003 Independent Financial Advisor @ Reinhard & Associates, a branch of Ameriprise Financial Services, Inc.
Paul Nicely Education
- Alfred Lerner College of Business & Economics at University of Delaware 1998-2002
- University of Delaware
Bachelor's degree (Business Finance)
1998-2002
Paul Nicely Skills
- Series 7
- Mutual Funds
- Separately Managed Accounts
- Alternative Investments
- Asset Allocation
- Wealth Management
- Retirement Planning
Paul Nicely Summary
- Paul Nicely, based in Seattle, WA, US, is currently a Managing Director, Co-Director Wealth Strategies Group at Eaton Vance. Paul Nicely brings experience from previous roles at Eaton Vance and Reinhard & Associates, a branch of Ameriprise Financial Services, Inc.. Paul Nicely holds a 1998 - 2002 Alfred Lerner College of Business & Economics at University of Delaware. With a robust skill set that includes Series 7, Mutual Funds, Separately Managed Accounts, Alternative Investments, Asset Allocation and more. Paul Nicely has 3 emails and 1 mobile phone numbers on RocketReach.
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