Paul McCauley Honored as a Top Financial Advisor
Prior to joining Merrill, Paul was a Managing Director at Robertson Stephens and a Principal
at Montgomery Securities. He began his career at Kidder, Peabody. Paul received his BA in Economics from the College of the Holy Cross in 1986.
Paul is a frequent contributor to many local and national publications where he writes on a variety of wealth management topics. He was recently named as one of America’s top 250 private wealth advisors by Worth magazine and was included in Barron’s Top 1,000 Financial Advisors for 2009.
Paul lives in Norfolk with his wife and three children. He is the Chairman of the school board at Blessed Sacrament School and sits on the finance committee at Lincoln School as trustee. Barron’s does not receive compensation from financial advisors, participating firms and its affiliates, or the media in exchange for rankings. Financial
advisors considered for Barron’s “America’s Top 1,000 Advisors: State-by-State” ranking have a minimum of seven years financial services experience and have been employed at their current firmfor at least one year. Quantitative and qualitative measures used to determine the financial advisor rankings include: client assets, return on assets, client satisfaction/ retention, compliance records, and community involvement, among others. In total, 317 Merrill Lynch Advisors are included on this list, the most of any firm.



