Paul Puckett's Email & Phone Number

💼 Past Experience

Paul Puckett's most recent experience as a managed principle at Trios Equity Partners is April 2018 to August 2019. He was a managing principal at Beacon Wealth Advisors from October 2005 to December 2010 and assistant vice president at Signet Trust Company from January 1994 to January 1997. Paul Puckett also was a founder and manager at WIN & Author of Investiphobia: Overcome Your Deepest Investment Fears at Whole Investor Network. Paul Puckett was a regional sales director at Manatee Mortgage Consultants, LLC from October 1997 to January 2001 and an investment advisor representative at Q1 Advisors, Inc. from September 1997 to January2001. Paul Puckett also was an investment advisor representative at Mike Farley Financial from October 2017 to July 2020. Finally, Paul Puckett was a private banker/trust officer at Bank of America from June 1989 to October 1994.In his most recent work experience, Paul Puckett has managed principals at Trios Equity Partners from April 2018 to August 2019. He was a managing principal at Beacon Wealth Advisors from October 2005 to December 2010. Paul Puckett also was an assistant vice president at Signet Trust Company from January 1994 to January 1997. Paul Puckett was a founder and manager at WIN & Author of Investiphobia: Overcome Your Deepest Investment Fears at Whole Investor Network from September 1997 to January 2001. Paul Puckett also was an investment advisor representative at Mike Farley Financial from October 2017 to July 2020.

🎓 Education

Paul Puckett has a bachelor's degree in music from Florida Southern College and an MME from Florida State University. In 1984, Paul Puckett got his music degree from the University of South Florida. From 1984-1986, Paul Puckett was a music teacher in Seminole, Florida.

💡 Technical & Interpersonal Skills

Puckett has over 10 years of experience providing financial planning and execution services to suburban and rural customers in the United States and Canada. He has a deep understanding of the financial services industry and has been using his skills to help companies achieve their goals since he began working in finance.Paul Puckett has a background in investment banking and private banking. He has experience operating in the suburbs and rural markets where he has been able to provide valuable customer service. He has an Ability to target his services to specific customers, give them tailored advice, and provide support when they need it.Paul Puckett has a strong personal bad experience. He has perpetrated an act of financial sabotage against two businesses he was working for. He has also been known to resorts by engaging in verbal and written harassment.