Paul Provost

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Financial Planner

As an Investment Advisor Representative, Paul works collaboratively with clients to help them clarify their financial goals, give them insight into insurance strategies to protect what is important to them, and identify areas of opportunities to save and invest for their future. His long-term corporate career began in media in 2000 at his hometown newspaper where he served in sales, sales management and ultimately becoming the publisher. He spent 20+ years in corporate America before turning his attention to his passion of personal finance. Because of Paul’s business understanding and experience he brings a diverse and well-rounded background to the team and his clients.

He was drawn to the financial industry because of his corporate focus on running businesses through building strong teams and anticipating the economic environment to better position the company. He has an uncanny ability to connect with his clients and provide them with the best options for their individual needs. He treats every client with the same courtesy and respect he would provide his own family.

Paul is goal oriented in both his professional and personal life. As a veteran of the U.S. Army to a five-time full distance ironman triathlon finisher, he is committed and determined to be the best he can be for all his clients. He makes it a priority to respond to requests in a timely manner and gives clients his undivided attention.

Paul graduated from the Military Police Academy in the U.S. Army and earned a bachelor’s degree from Eastern Connecticut University.

I am licensed and registered to offer products and services in DI. Licenses and registrations will vary. Domiciled in MA

Check the background of this registered representative on FINRA’s BrokerCheck 

AR Insurance License#19899082 CA Insurance License #4306861