As the Managing Director at A.G.P./Alliance Global Partners, Paul Morse brings over three decades of invaluable experience in customizing, designing, implementing, and managing comprehensive financial planning processes tailored for families and foundations. His expertise as a Certified Financial Planner (CFP®) practitioner allows him to navigate...
As the Managing Director at A.G.P./Alliance Global Partners, Paul Morse brings over three decades of invaluable experience in customizing, designing, implementing, and managing comprehensive financial planning processes tailored for families and foundations. His expertise as a Certified Financial Planner (CFP®) practitioner allows him to navigate the complexities of financial services with a focus on holistic strategies that address the unique needs of each client. Paul is particularly passionate about intergenerational wealth management, recognizing the importance of planning for both parents and children. This focus enables him to create sustainable financial legacies that support family goals across generations.
At A.G.P., Paul leads key projects that emphasize the integration of marketing strategy and go-to-market strategy to enhance client engagement and advisor effectiveness. His strong background in business management and coaching empowers him to mentor advisors, fostering an environment of growth and collaboration. With a deep understanding of estate law and retirement planning, Paul ensures that his clients are well-prepared for the future, regardless of their current financial situation.
His interpersonal skills are a cornerstone of his approach, allowing him to build lasting relationships with clients and colleagues alike. By leveraging his extensive knowledge in account management and financial services, Paul is dedicated to helping clients and advisors plan for a better future, ultimately guiding them toward achieving their financial aspirations. If you're navigating the complexities of caring for both parents and children, Paul Morse is ready to help you craft a personalized financial plan that meets your family's needs.
