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 paul.walmsley@ml.com 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

47sc
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@ml.com


Paul Walmsley's activity stream

  • rsvped for Westlake Team Meeting 2019-08-30 13:41:51 -0700

    Westlake Team Meeting

    Please join us for the Westlake Team meeting from 7:30AM to 9AM

    Parking: Suite 100 is upstairs from parking lot. 

    We look forward to seeing you there!

    The AthletesTouch Team 

     

    AthletesTouch
    Athletes Teaming Up In Business
    Proudly Sponsored By

     outdoorproducts.com

    WHEN
    September 26, 2019 at 7:30am
    WHERE
    Nevers, Palazzo, Packard, Wildermuth & Wynner, PC
    31248 Oak Crest Dr
    Suite 100
    Westlake Village, CA 91361
    United States
    Google map and directions
    9 rsvps rsvp

  • donated 2019-08-05 16:54:41 -0700

    Event Checkout

    largeevent2.jpgWe are an exclusive community of former college and professional athletes excelling in the world of business. We are competitors, teammates, friends, and trusted advisors. We expect nothing but success at the highest level as business professionals.

    From the backboards to the boardrooms or the courts to the court of law, we maintain the passion, discipline, and fortitude to thrive in the sport of business. The uniforms may be different, but the athlete is always the same.

    Donate

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