Paul Mazziotti is a Private Wealth Financial Advisor and Managing Director-Investments with Wells Fargo Advisors in McLean, Virginia. 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 recognitions:
*Barron's1 Top 1,200 Financial Advisor (2020, 2019, 2018, 2017, 2015)
*Barron's1 Top 1,000 Financial Advisor (2013, 2012)
*Forbes2 Best-In-State Wealth Advisor (2020, 2019, 2018)
*Financial Times3 401 Top Retirement Plan Advisors (2017) which recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans.
Paul has been in the securities business for over 30 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, and 65. Paul is also Virginia licensed in Life and Health Insurance.
Paul earned the Accredited Investment Fiduciary (AIF®) designation.
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.
1The Barron’s rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, and client retention.
2The Forbes Best-In-State Wealth Advisors ranking algorithm is based on 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 ranking. Investment performance is not a criterion.
3The Financial Times 401 rankings are based on data provided by financial advisors and financial services firms. The applicants were then graded on seven criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; compliance record and DC plan participation rate. Investment performance is not an explicit component.