ANTHONY PAUL
Managing Director; THG Financial Advisor; RJFS

Anthony is a Managing Partner with The Hamilton Group. He has been working in the financial services industry for over 18 years. Anthony began his career in Silicon Valley, specializing in working with Technology Executives. That experience has allowed him to gain knowledge in several aspects of executive compensation. Anthony and his team have used their collective experiences to create wealth management strategies for affluent families across North America.

Anthony’s team works together with their clients to help preserve and develop wealth. Their clients have access to some of the worlds most seasoned and respected investment professionals, a premier trading and execution platform as well as a full spectrum of investment choices. Their clients include affluent families & individuals, corporate executives, business owners & professional athletes.

Anthony believes success in business can be attributed to the ability to create an intricate network of relationships from all walks of life and industries. He has a tireless commitment to making connections and building relationships in the markets whether it's connecting people, ideas or money.

Anthony received his Bachelor of Arts from the University of Nevada Las Vegas, and his MA from the University of San Francisco. He has made a large impact with community involvement including the Denver Film Society (former Chairman of the Board of Directors), and Colorado Creative Industries (Council Member).

Specialties:

  • Executive Compensation – Rule 144, 10-b-5-1, Deferred Compensation, Restricted Stock, Option Grants
  • Alternative Investments
  • Wealth Planning – Tax strategies, Liability Management, Wealth transfer
  • Retirement Planning
  • Securities Based Lending
  • Life and Long-term Care Insurance Reviews
  • Transition Planning – Layoff, Relocation, Divorce, Marriage

Licensing:

  • Series 7, series 63, series 65, Colorado Insurance (life)

*A securities based line of credit may not be suitable for all clients. The proceeds from a Securities based Line of Credit cannot be used to purchase or carry margin securities. Borrowing on securities based lending products and using securities as collateral may involve a high degree of risk. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to deposit additional securities and/or cash in the account(s) or pay down the loan. The securities in the pledged account(s) may be sold to meet the collateral call, and the firm can sell the client's securities without contacting them. The interest rates charged are determined by the market value of pledged assets and Capital Access. Securities Based Line of Credit provided by Raymond James Bank. Raymond James Financial Services, Inc. is affiliated with Raymond James Bank.

Alternative Investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.

As a Financial Advisor of RJFS, I am not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.