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Thursday, Mar 28, 2024

Leaders of Influence: Wealth Managers- PAUL WETMORE

Custom Content by The Los Angeles Business Journal

 

PAUL WETMORE
Managing Director and Wealth Management Advisor
Merrill Lynch

Paul Wetmore is a managing director and wealth management advisor at Merrill Lynch. A 40-year veteran of the financial services industry (36 years at Merrill), he leads the Wetmore group of five diverse wealth specialists based in downtown Los Angeles, who together have more than 80 years of Merrill Lynch experience. Wetmore manages more than $1 billion in client assets and liabilities with a focus on cash management, financing and retirement programs for public, private and nonprofit organizations, assisting the principals of those organizations to achieve their wealth management goals.

Wetmore graduated from Dartmouth College and is designated as a certified financial planner and a certified investment management analyst, awarded by the Investment & Wealth Institute, taught in conjunction with the Wharton School. He was also the first to receive the David Brady award from Merrill, awarded to those individuals that served as an essential partner to their clients.

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