Paul Fegan
Managing Partner at Navis Wealth Management | New York City Metropolitan Area
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As the Managing Partner and Co-Founder of Navis Wealth Management, Paul Fegan brings over 27 years of extensive experience in the wealth management sector, specializing in cross-border planning and customized wealth strategies. His leadership in the firm's cross-border planning initiative is pivotal, as it enables clients to navigate the complexities of international financial regulations and tax implications, ensuring that their wealth is managed efficiently across jurisdictions. Paul’s hands-on approach to day-to-day operations allows him to maintain a deep connection with both his team and select clients, fostering a culture of personalized service and strategic financial guidance.
Paul's expertise encompasses a wide array of wealth management strategies, including generational wealth planning and goals-based wealth management. His proficiency in portfolio management and investment strategies ensures that clients receive tailored solutions that align with their unique financial objectives. Additionally, his focus on private family wealth management allows him to address the intricate needs of high-net-worth families, providing them with comprehensive estate planning services and wealth transfer strategies that safeguard their legacies for future generations.
At Navis Wealth Management, Paul is committed to empowering clients through education and transparency, helping them make informed decisions about their financial futures. His passion for the industry is evident in his dedication to staying abreast of market trends and regulatory changes, ensuring that the firm remains at the forefront of wealth management innovation. With a proven track record of success, Paul Fegan continues to be a trusted advisor for clients seeking to build, preserve, and transfer their wealth effectively.
Managing Partner at Navis Wealth Management in November 2018 to Present
Managing Partner and Co-Founder at Navis Wealth Management in November 2018 to Present
Financial Advisor, First Vice President at Merrill Lynch Wealth Management, Bank of America Corporation in September 2016 to November 2018
Managing Director at Clarfeld Financial Advisors in August 1997 to September 2015
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Asset Management
Customized Wealth Strategies
Generational Wealth Planning
Goals-Based Wealth Management
Portfolio Management and Investment Stratgies
Private Family Wealth Management
Strategic Financial Strategies
Wealth Management Strategies and Guidence
Estate Planning Services and Wealth Transfer
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Discover more about Navis Wealth ManagementWhat is Paul Fegan email address?
Email Paul Fegan at [email protected]. This email is the most updated Paul Fegan email found in 2026.
What is Paul Fegan phone number?
Paul Fegan phone number is +18179954890 and +18177339690.
How to contact Paul Fegan?
To contact Paul Fegan send an email to [email protected]. If you want to call Paul Fegan try calling on +18179954890 and +18177339690. (updated on October 29, 2024)
What is Paul Fegan net worth?
Paul Fegan has an estimated net worth of $150,000 to $249,999
What company does Paul Fegan work for?
Paul Fegan works for Navis Wealth Management
What is Paul Fegan's role at Navis Wealth Management?
Paul Fegan is Managing Partner
What industry does Paul Fegan work in?
Paul Fegan works in the Financial Services industry.
Paul Fegan Email Addresses
Paul Fegan Phone Numbers
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