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    Paul Hess

    Private Wealth at Merrill Lynch

    Paul M. Hess is a Senior Vice President and Private Wealth Manager at Merrill Lynch in Palm Beach, FL.12 He has worked in the financial services industry since 2005 and joined Merrill in 2021.1 Hess advises individuals, families, and private entities on portfolio, credit, banking, and wealth transfer strategies and implementation.1

    Prior to joining Merrill, Hess held positions in Private Banking at JP Morgan Private Bank in Palm Beach, Institutional Equities Research at Sanford Bernstein in New York, and M&A at Barrington Associates in Los Angeles.1

    Hess graduated from Princeton University with a degree in History.13 He currently resides in Boca Raton with his wife, son, daughter, and dog.1 Outside of work, he is actively involved with Norton Art Museum, ALS Association, and Princeton and St. Andrew's Alumni groups.1 Hess enjoys playing golf, tennis, and basketball, and is an avid reader.1

    Highlights

    [PDF] PAUL M HESS - SEC.gov

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    Location

    Palm Beach, Florida, United States