Paul Vecchione in

Paul Vecchione

Energizer · DISC type I
Registered Representative at Park Avenue Securities
📍 Somerville, New Jersey, United States

Paul Vecchione is a distinguished financial advisor with over 30 years of experience, currently serving as a Registered Representative at Park Avenue Securities. Recognized by Forbes as a Top Financial Security Professional, his career includes senior roles at Planning Alliance and founding EisnerAmper Insurance & Financial Services, specializing in wealth transfer and succession planning.

Outside of his professional life, Paul is deeply involved in his community. He is a devoted husband and father of three, serving as a board member for a childrens financial literacy foundation, treasurer for a youth lacrosse club, and a youth sports coach. His faith informs his dedication to community service.

He was appointed to the New Jersey Speakers Economic Advisory Council to help guide the states recovery from the COVID-19 pandemic.

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Experience
7 Years
Current Role
Registered Representative
Job Level
Junior
Location
Somerville, New Jersey, United States
Personality Overview

How Paul shows up

Full Of Energy
Informal
Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships. Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are friendly, approachable and love to make new connections.

Priorities

Topics Paul cares about

Succession Planning
He has extensive experience designing exit plans that preserve wealth for business owners and was head of the succession planning practice at EisnerAmper.
Wealth Transfer
A primary focus of his practice is implementing sophisticated estate planning strategies to maximize the transfer of generational wealth for families and executives.
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Career

Work history

2-2018
Registered Representative
Park Avenue Securities
12-2017
Registered Representative/ Managing Member
EisnerAmper Insurance & Financial Services, LLC
Registered Representative/ Sr. V.P.
Planning Alliance
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1987 - 1991
Education details unavailable
Rutgers, The State University of New Jersey-New Brunswick
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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