Paul Green

Paul Green

Partner

Paul works with both individuals and small business clients in the area of retirement planning, investments, insurance, investment planning, insurance analysis, and business planning. Paul has an extensive knowledge of stock and bond markets. Paul offers a wide range of investment products and services available to help meet his client’s needs. Paul holds the 7, 63, and 65 registrations. He also holds the state of Florida life insurance and variable annuity licenses.

Paul spent the last 17 years with AXA Advisors, as a founding partner of Wealth Management Strategies of Central Florida. Prior to entering the financial services industry Paul spent nine years in the education department of Sea World of Florida working in various roles. He was a supervisor of education during the last two years of his time with Sea World. He also worked as the operational manager/consultant for the development and launching of the international space station visitor’s complex at the Kennedy Space Center in Cape Canaveral Florida in 1997.

Paul actively serves in the Central Florida community where his lives family. Paul enjoys being a member in West Orange Chamber of Commerce, Central Florida Hotel and Lodging Association, and Universal Orlando Foundation.

Phone 407-926-6800