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    Matt Paul

    Managing Partner, Coastal Bend Wealth Partners at Raymond James

    Matt Paul is a seasoned financial advisor with over 30 years of experience in addressing clients' financial concerns through tailored investment strategies. By understanding each client's unique needs, risk tolerance, and investment objectives, he crafts personalized investment allocations to help them achieve their financial goals. Matt prioritizes his clients' needs above all else, reflecting his deep commitment to providing exceptional service and support. He is currently accepting new clients and welcomes referrals, showcasing his dedication to expanding his practice and helping more individuals with their financial planning. Matt Paul's professional background includes roles at prominent financial institutions such as Raymond James Financial Services, Wells Fargo Advisors, and Dean Witter Reynolds, Inc. His educational background includes a BSBA in Management from the University of Missouri-Columbia, underpinning his expertise in financial management and advisory services.

    Matt Paul
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    Location

    Corpus Christi, Texas
    Location