Paul Walmsley

My Goal is to Score Financial Security for My Clients!

Financial confidence comes from knowing that thoughtful planning went into maximizing every opportunity in a tax efficient manner.

If you'd rather plan your next product launch, marketing campaign or next round of funding than plan your finances, my team and I at Bank of America Merrill Lynch are here to help.

I work with a select group of business owners, entrepreneurs, founders and start ups to help them create and manage their financial game plans.

I would love to share with you what we're doing to see if it's aligned with what you're looking to achieve. Email me at and let's set up a brief discovery call or WebEx.

*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

Financial Advisor at Merrill Lynch Wealth Management

Sport: Soccer
College/Pro Team: University of Illinois and University of Aberdeen
Chapter: West Los Angeles
Profession: Finance
Specialty: Financial Adviser / Wealth Management
Preferred Contact:

Paul Walmsley's activity stream

  • canceled rsvp for Playa Vista (TechBiz) Team Meeting 2019-07-15 16:08:45 -0700

    Playa Vista (TechBiz) Team Meeting

    Please join us for the Playa Vista (TechBiz) Team meeting from 7:30AM to 9:00AM.

    Parking: Free street parking available in front of the building and on nearby streets. 

    We look forward to seeing you there!

    The AthletesTouch Team




    Rob started his career at Lloyd’s Bank, in the UK, whereby he harnessed customer insight data to develop and launch entirely new distribution channels for the institution. In 2010, he moved to Los Angeles and took the role of North America Director for Lloyds International, running all aspects of the offshore banking division in the USA and Canada.

    In 2013, he met Alex Rubalcava, whilst serving on the Board of South Central Scholars and mentoring low income students to succeed at the country’s best Universities.

    Rob actively serves on the board of Stage portfolio companies Spidr Tech, Shipsi, and Kuona.

    Rob has also served on the boards and committees of BAFTA Games, British American Business Council, International Trade Education Programs, South Central Scholars and the Chairman of the School of Business & Entrepreneurship at Dorsey High School.

    Rob is a 2003 graduate of the University of Gloucestershire.

    In his downtime, Rob is an amateur paleontologist, snowboarder and gaming addict (come and find me on PSN - BeverlyHillsBrit)



    Athletes Teaming Up In Business
    Proudly Sponsored By

    July 16, 2019 at 7:30am
    Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP
    660 Venice Blvd
    Venice, CA 90291
    United States
    Google map and directions
    21 rsvps

  • signed up on Join 2019-04-22 09:57:01 -0700