Paul S. Mazziotti, AIF
Private Wealth Financial Advisor
Managing Director - Investments
Paul Mazziotti is a Private Wealth Financial Advisor and Managing Director-Investments with Wells Fargo Advisors. Paul leads an investment consulting team advising retirement plan and institutional reserve/endowment fiduciaries of both corporate and non-profit organizations.
Paul Mazziotti has received the following National Awards:
*Forbes1 Best-In-State Wealth Advisors (2022, 2021, 2020, 2019, 2018)
*Barron's2 Top 1,200 State By State Advisors (2021, 2020, 2019, 2018, 2017, 2015)
*Barron's3 Top 1,000 Financial Advisors (2013, 2012)
Paul has been in the securities business for over 33 years starting his career with Morgan Stanley in 1988. Paul joined Wells Fargo Advisors in 1991 and has held both management and senior investment advisory positions. His team is presently comprised of two Financial Advisors and one Registered Client Associate.
Paul earned a MBA from Southeastern University and BSBA from Central Michigan University. Paul is FINRA securities registered with a Series 7, 9, 10, 24, 31, 63, 65 and is licensed in Life and Health Insurance.
Paul earned the Accredited Investment Fiduciary (AIF®) designation.
1The Forbes Best-In-State Wealth Advisors ranking algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year's assets under management, revenue generated for the advisors' firms, and the quality of the advisors' practices. Investment performance isn't an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3The Barron’s Top 1,000 Financial Advisors ratings are based on the previous year's assets under management, revenue generated for the advisors' firms, and the quality of the advisors' practices. Investment performance isn't an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
George M. Deegan, CFP, AIF
Senior Vice President - Investment Officer
George is an advisor on the team. In addition to consulting to fiduciaries of both corporate and non-profit organizations, George provides comprehensive investment planning to affluent families to help them achieve their financial objectives. George has been in the investment consulting business for over 22 years. George joined Wells Fargo Advisors in 2005.
George earned a BA from Miami University in Oxford, Ohio. George is FINRA securities registered with a Series 7, 31, 63, 65 and licensed in Life and Health Insurance.
George has earned the prestigious certification of CERTIFIED FINANCIAL PLANNER™ professional and earned the Accredited Investment Fiduciary (AIF®) designation.
Kimberly Mazziotti
Senior Registered Client Associate
Kimberly is dedicated to providing an exceptional client-service experience. As a detail-oriented Registered Client Associate she is responsible for client transactions, fund transfers, account administration and most operational functions. Kimberly ensures that our clients receive a high level of personal service on a daily basis as she manages our team’s day to day operations.
Kimberly joined Wells Fargo Advisors in 2017 and has 20+ years of experience as a consultant and trusted advisor to executives of both corporate and non-profit organizations. Her background expands across multiple sectors including health care, consumer goods, telecommunications, digital publishing and digital technology.
Kimberly earned a Bachelor of Arts from DePauw University in Greencastle, IN.
Kimberly is FINRA securities registered with a Series 7, 66 and licensed in Life and Health Insurance.