Paul J. Scioli

Paul Scioli is a recognized subject matter expert in holistic financial planning, business succession planning, and advanced estate planning issues. His particular focus stems from the fact that for many business owners, the business itself constitutes most of their net worth. As a result of the intersectionality of their business and personal finances, owners benefit from working with an advisor with a diverse set of skills and experience in this field.

“We do this work to make a difference in people’s lives,” says Paul. “Our role is to advocate for our clients: to have the crucial conversations that move them to take necessary actions in their own best interest.” Paul also has extensive experience in the areas of Bank Owned Life Insurance (BOLI) and Supplemental Executive Retirement Benefits.

Paul holds the Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) designations. He earned his MBA and his bachelor’s degree in finance at Texas Tech University. He also has a master’s degree in Personal Financial Planning (MSPFP). He has served as the President of the Massachusetts Mutual Life Insurance Company (MassMutual) Agent’s Association (2003-2004), presided over local chapters of financial services industry groups, and chaired many civic committees over the years.