Paul Southard
My name is Paul Southard. As a financial professional with Equitable Advisors, and a active member of the East Islip, New York community, I am dedicated to helping individuals and businesses build their financial futures.
As an Equitable Advisors Financial Professional, I am dedicated to helping my clients build a secure, prosperous, financial future to last them for generations.
As you know, the world is changing, unemployment is rising, and the world isn't the same place it used to be. My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives through Equitable Advisors and its affiliates. I can offer a broad range of financial products and services that are detailed to your needs.
To stay on top of my field and develop my professional skills over my 26 year career, I've regularly attended industry training and certification programs. This includes being a member of the Million Dollar Round Table. My academic achievements include:
- A Bachelors of Arts Degree in Finance and Insurance from Northeastern University in Boston, MA.
- FINRA Securities Registrations: Series 6, Series 7, Series 63 & Series 65
My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. I look forward to working with you on any future endeavors
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.