Paul D. Briody CFP®President
Fundamental Choice Portfolio Manager
Paul helps clients build comprehensive investment plans that address financial goals for themselves and their future generations. As your Portfolio Manager, he works closely with you to determine where you are financially today, where you want to be tomorrow, and then defines and explains the necessary steps to pursue those goals.
Paul is a CERTIFIED FINANCIAL PLANNER™ professional with more than 30 years of experience helping clients reach their goals. To achieve the CFP® designation Paul had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
Paul joined A.G. Edwards, a predecessor firm to Wells Fargo Advisors, in 1990. Wells Fargo Advisors has named Paul a Premier Advisor from 2016 to 2019 – this distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Paul graduated from Providence College with a Bachelor of Science in Business Administration and has lived in South Burlington, Vermont with his wife Amy and two grown children since 1990.
The Briody Maher Wealth Management Group is focused on working with high net worth individuals, foundations, and families in the areas of portfolio management, succession plans, charitable giving and estate planning strategies, wealth transfer, business retirement planning, income distribution planning and educational planning to include Section 529 College Savings Plans. In addition, our team works closely with clients’ estate planning attorneys and their CPAs. Paul, Dave and Sheryl have over 60 Years of cumulative financial services experience. Paul was selected to attend the 2017 Barron's New England Regional Summit for Top financial advisors.
Paul recently completed two consecutive terms as a board member with Local Motion (www.localmotion.org). In the winter season Paul volunteers with the CHILL Foundation (www.chill.org) – a youth outreach program established by the Burton Snowboard Company. He can be found enjoying recreational cycling, spinning, salt water fishing, kayaking, winter sports and Paul is an active member of PSIA – Professional Ski Instructors of America and AASI – American Association of Snowboard Instructors.
If you would like help with your retirement planning or just need a second opinion to help you develop strategies to meet your financial goals – please reach out to a member of the Briody-Maher Wealth Management Group of Wells Fargo Advisors to schedule an appointment.