Mary A. Paul
LPL Registered Client Service Associate
- With IAG since: 2011
- Personal: Family, reading, theater, and sports
- Phone: (262)-446-8150
- Fax: 608-752-3993
- Email: moc.s1563263741rentr1563263741aphtl1563263741aewga1563263741i@lua1563263741pm1563263741
At IAG Wealth Partners, we are encouraged to build close relationships with our clients. In turn, these relationships have become so rewarding. I love delving into details as I process trades and prepare applications, comprehensive financial overviews, and portfolio reviews. It’s a personal challenge to get everything right- the first time.
Our services are comprehensive and we are committed to serving each client individually, just another reason to work with us. To further support our clients’ needs, I have my series 6 and 63 securities registrations with LPL Financial as well as licenses for life, health, property, casualty, variable annuities, and variable life insurance.
IAG stands out as a trustworthy company, grounded in Christian values. To me those are the main reasons I continue to see clients choose IAG over other financial management firms. I find so much inspiration in my colleagues, with how hard they work. Their sincere dedication is truly remarkable.
Mary and her husband Eric are proud parents of a son and daughter. An avid reader, Mary’s hobbies include singing, acting and volleyball. Mary also serves as treasurer for her son’s Cub Scout pack.