Experience

With over 25 years of experience in the financial services sector, RJ places a strong emphasis on tailoring personalized plans for clients, addressing their specific needs and priorities. Recognizing the challenges that different life stages can present, RJ ensures that a client’s wealth plan align with life changes.

RJ started his career at Bank of America, progressing through roles including Personal Banker, Investment Sales Assistant, and Financial Advisor at Bank of America Investments from 1999 to 2007. He continued his journey with US Bancorp Investments from 2008 to 2010 as a Financial Advisor in Southern California. Between 2010 and 2023, he held the position of Senior Vice-President - Private Client Advisor at JP Morgan Chase in New York City. Subsequently, he transitioned to form the Isaac Paul Financial Group at Wells Fargo Advisors.

Utilizing his extensive expertise and wealth of company resources, including research analysts, economic and market specialists, he is equipped to make well-informed investment choices tailored to your unique objectives and requirements.

Away from the office 

RJ is the proud father of two young daughters, Nyla and Emiko. He is happily married to his wife, Angela, and they share a mutual passion for exploring our planet through travel. RJ has an extensive vinyl collection of mostly Jazz, Hip-Hop, R&B/Soul and Rock & Roll.

He also enjoys attending concerts and all the intimate small jazz clubs around the city like Blue Note and Village Vanguard. He is an avid soccer fan and has attended the World Cup 5 times and is looking forward to attending more.

Feel free to reach out to RJ to discuss what’s most important to you and your family. 

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I love getting to know my clients and understanding what their needs are, so I can then help them achieve their goals and focus on what brings them joy.

Experience

Patrick has over 15 years of experience as a trusted Senior Financial Advisor. His client-base ranges from: individuals, families, businesses, and non-profit organizations. Patrick loves his job and thrives on the interactions and relationships he builds with clients. He is detailed in everything he does and builds trust among his clients to provide key insights and advice. He takes a comprehensive approach with his clients, making sure they understand each component and piece that goes into their investment plan. Patrick understands that everyone is different and collaborates closely with his clients to create a plan tailored to their goals and needs. His objective is to help clients change their lives by having a better relationship with money.

Patrick graduated from Montclair State University with a BA in Business Administration, with an emphasis in Finance. He began his career as a Financial Advisor at AXA Advisors in 2009, followed by MassMutual from 2010 to 2011. Between 2011 and 2023, Patrick held the position of Vice President – Private Client Advisor at JP Morgan Chase in New York City.  Recently, he transitioned his practice to the Isaac Paul Financial Group of Wells Fargo Advisors as a Senior Vice President – Investments / Senior Financial Advisor.

Patrick can help you make informed investment decisions like retirement planning, trust and estate planning strategies, tax-saving strategies, short-term and long-term goals. Being a flat organization also allows him to provide clients access to Wells Fargo Affiliates including the Commercial Bank and the Investment Bank, as well as Wealth Management. It has become more important than ever to be able to provide more resources to help your clients many needs.

Away from the office

Family is everything to Patrick. He is married to his beautiful wife, Canon Paul and have two wonderful sons, Noah and Lenox. Patrick always looks to improve professionally and personally and is an active member of his local F45 Training gym community. Patrick loves to travel and especially loves to travel outside the country to experience diverse cultures and try new food. Food has a special place in his heart as he considers himself a "foodie" and enjoys trying different dishes, but his favorite dish is pizza. He even has a personal excel spreadsheet to grade different pizzerias.

Reach out to Patrick and get to know him a little more.

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My goal is not to be successful in my career. Success is short-lived. My goal is to be significant in my client, and their family's lives.