Paul Meinville

Paul Meinville Wealth Advisor AAMS®

Paul Meinville is a Wealth Advisor with Stonegate Wealth Management. Paul truly enjoys the strong personal relationships he has developed with his clients, helping them reach their goals through ongoing financial and investment planning. He is driven with a passion for helping others and was drawn to Stonegate Wealth, attracted by the firm’s client-centered philosophy, high level of integrity and service, and culture of independence, which enables our team to offer their clients objective investment recommendations and services based solely on their individual needs.

In addition to advising clients as an Accredited Asset Management Specialist (AAMS®), Paul has spent 19 years in leadership as a branch manager developing and growing successful teams of integrated advisors and support teams, creating positive work environments that advisors enjoy and thrive in. He began my career in the 1980s at Charles Schwab, where Paul advanced to the role of Regional Vice President over the course of 20 years. During that tenure, he was recognized as a Silver Award Winner for Rookie Branch Manager and Branch Manager of the Year, and Branch of the Year. In addition, on several Schwab national task forces, he helped with the Schwab Private Client platform’s development, improved the results of the Schwab Advisor Network, and was involved in other improvements in client service. Paul subsequently served in management roles at Raymond James and Ameriprise Financial and worked as a senior advisor with Sheaff Brock Investment Advisors.

Originally from the Philadelphia area, Paul earned a B.A. from Temple University and now resides in New Jersey. In his local community, Paul served on the Count Basie Centennial Committee and the Monmouth University Scholarship Fund Committee is a strong supporter of Big Brothers Big Sisters, Special Olympics, and the USO. In addition to spending time with his family and friends, Paul enjoys working out, boating, snowmobiling, playing volleyball, traveling, and paddles with the U.S. Men’s National Dragon boat team.

Need a Consultation?

Financial planning is an important part of our service. We prepare plans for nearly all our clients since the process help us understand your long-term goals and dreams.