Your Goals and Dreams, Our Guidance
You are pursuing your financial goals and deserve someone who can help you with advice and guidance. I am here to listen and help you plan for your future with confidence. I’m backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let me help you develop an investment strategy that is flexible and tracks your goals.
Paul J. Schmitz III
- Managing Director - Investment Officer
Focus
As a Managing Director - Investments and Senior Financial Advisor with Wells Fargo Advisors, I provide comprehensive investment planning to both individual and corporate investors.
Background and experience
For over 30 years I have helped clients develop and maintain customized investment strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve.
I began my career as a Financial Advisor with A. G. Edwards, a predecessor firm of Wells Fargo Advisors, in 1993, where I have developed a fundamental investment knowledge. I also served as a Branch manager with the firm. I feel financial advice always starts with an in depth analysis of an investors needs and goals. Once completed, I apply an investment approach that includes both strategic and tactical allocation to help manage risk efficiently.
I attended the University of North Texas and Texas Tech University where I graduated in 1991 with a Bachelor of Science degree in Communications and Public Address and Business.
Away from the office
I enjoy time away from the office with my family. Our passion is the outdoors and travel to new places to explore. I have been married to my wife Erika for 27 years. We raised our family In Flower Mound Texas and are proud Jaguar supporters. Go Jags! We have two sons Erik (21) a student at the University of North Texas and Bradley (18) a Texas A&M Aggie. Our family is a strong supporter of the rescue of animals, and we currently have a beautiful dog named Beau.
As a Managing Director - Investments and Senior Financial Advisor with Wells Fargo Advisors, I provide comprehensive investment planning to both individual and corporate investors.
Background and experience
For over 30 years I have helped clients develop and maintain customized investment strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve.
I began my career as a Financial Advisor with A. G. Edwards, a predecessor firm of Wells Fargo Advisors, in 1993, where I have developed a fundamental investment knowledge. I also served as a Branch manager with the firm. I feel financial advice always starts with an in depth analysis of an investors needs and goals. Once completed, I apply an investment approach that includes both strategic and tactical allocation to help manage risk efficiently.
I attended the University of North Texas and Texas Tech University where I graduated in 1991 with a Bachelor of Science degree in Communications and Public Address and Business.
Away from the office
I enjoy time away from the office with my family. Our passion is the outdoors and travel to new places to explore. I have been married to my wife Erika for 27 years. We raised our family In Flower Mound Texas and are proud Jaguar supporters. Go Jags! We have two sons Erik (21) a student at the University of North Texas and Bradley (18) a Texas A&M Aggie. Our family is a strong supporter of the rescue of animals, and we currently have a beautiful dog named Beau.
Contact
Jessica Everitt
- Senior Registered Client Associate
Focus
As a Senior Registered Client Associate with Wells Fargo Advisors, I provide administrative support to both clients and Financial Advisors as it relates to the investment planning process.
Background and experience
I have worked in the financial services industry for 19 years, all of which has been in retail brokerage servicing private clients and Financial Advisors. I attended Texas A&M University – Commerce and the University of Texas – Arlington where I earned my Bachelor of Arts degree and Master of Business Administration degree, respectively.
Away from the office
Away from the office I enjoy spending time with my family, either traveling, working on our family farm or boating on Cedar Creek Lake.
As a Senior Registered Client Associate with Wells Fargo Advisors, I provide administrative support to both clients and Financial Advisors as it relates to the investment planning process.
Background and experience
I have worked in the financial services industry for 19 years, all of which has been in retail brokerage servicing private clients and Financial Advisors. I attended Texas A&M University – Commerce and the University of Texas – Arlington where I earned my Bachelor of Arts degree and Master of Business Administration degree, respectively.
Away from the office
Away from the office I enjoy spending time with my family, either traveling, working on our family farm or boating on Cedar Creek Lake.
Contact
Why Invest With Us
- We can help you navigate life’s financial pathways
- Our innovative planning process helps us keep you on course
- Wells Fargo Advisors is fully equipped as an organization to help you succeed financially
The advantages of working with us
It’s natural – and wise – to reexamine your financial outlook after an unexpected or game-changing life event. Or to hear life’s clock ticking and feel the urgency to plan more deliberately to meet your most cherished goals. If this sounds familiar, you’re in the right place. As your Financial Advisors, we can:- Provide advice and guidance to help you focus on your short- and long-term financial goals
- Help you create a plan geared to your goals and circumstances
- Help you focus on and manage other important aspects of your financial life
The benefits of our goals-based planning process
Instead of simply investing toward a dollar amount for a retirement target, our Envision® planning process is refreshingly realistic and innovative. Our approach includes:- An exploration of your unique goals
- An investment plan built to support your needs and goals
- The ability to review your plan to help to keep you on track
- Flexibility to update your plan to reflect life or market changes
- Easy-to-follow reports and updates
A company you can rely on
At Wells Fargo Advisors, we are fully equipped to help you succeed financially. As a leading investment company with a history of serving communities across the nation, we bring both Wall Street vision and Main Street values to our relationships with clients. Other benefits of working with us include:- Comprehensive investment advice
- Advice and tools supported by well-known investment research analysts and strategists
- Access to banking, insurance, and lending services through our Wells Fargo & Company affiliates
Next steps
Let’s invest in your future. Call today to schedule a phone or sit-down discussion.Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.