Paul Magness, CFP

Paul began his career at the height of the Tech Bubble in 2000. For over two decades he has helped lead his clients through multiple recessionary periods and maintained their focus through carefully managing their assets, their livelihood, and their expectations. As a Managing Director – Investments and a Certified Financial Planner® professional with Wells Fargo Advisors, Paul and his team oversee and service a referral based business. Paul’s mission is to focus on multi-generational wealth planning and to create, preserve and manage wealth for his clients through high quality client service and comprehensive investment, tax efficient strategies and estate planning strategies.

Preceding Paul's business career he served on active duty with the Army's Old Guard at Fort Myer, Virginia, home of Arlington National Cemetery. 

In addition to Paul's investment planning career, he has a real interest in continued development of rural towns throughout our region.  Paul has a tremendous passion for small towns and actively participates in numerous charitable events throughout the region. 

Paul served as President of the Board for the Winchester Rescue Mission and was active in their mission for over 10 years.  He was also a past President of the Winchester Rotary Cub (2019) and as is the current President of the Board for Canaan Valley Institute, Davis, WV.

Paul, his wife Molly and their four children live on their farm in Winchester, Virginia. He works out of the local Winchester and Tyson’s Corner, VA offices. 

Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals. 

Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

CA Insurance License Number: 0F93354. Resident State VA.

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