Paul Green
Wealth Advisor/ Retirement Planner/Founder/Managing Partner
As a Wealth Advisor, Paul has provided sound and prudent financial guidance for over 26 years to individuals, families, and business clients. After 17 years with the multi-national firm AXA Advisors-Equitable, Paul founded Pathway Wealth Management & Insurance group in 2018 later becoming Pathway Wealth Advisors. As an independent Investment Advisory Representative*, he works with clients in the areas of, retirement, investment, insurance, estate, and business continuity planning. Paul uses his extensive knowledge of the financial markets to help clients reach their financial dreams and goals. He holds the FINRA series 7, 63, and 65 registrations, as well as Life, Health, and variable annuity licenses in the states of Arizona, Colorado, Florida, Michigan, North Carolina, Tennessee, Utah, and Virginia.
As a Fiduciary and an Independent Investment Advisory Representative, Paul works with his clients providing unbiased and diverse wealth strategies to meet their goals and objectives.
Before entering the financial services industry, Paul spent nine years in the education department of SeaWorld of Florida, working in various roles. He was a supervisor of education during the last two years of his time with SeaWorld. He also worked as the operational manager/consultant for the development and launch of the International Space Station visitor’s complex at the Kennedy Space Center in Cape Canaveral Florida in 1997.
Paul serves as a board member for Go Full Steam, a non-profit that inspires Under-Resourced Youth, Through Science, Technology, Engineering, Arts, and Math.
Paul lives with his fiancée, Samantha in Central Florida, where he enjoys surfing, golfing, walking the beach, and spending time with their 3 children and families. Paul and Samantha are currently on a quest to visit and photograph all 50 states.
Paul is a member of the New Smyrna Beach Surfari Club.