Our Team

Paul Puleo

Financial Advisor

Paul is an experienced Wealth Manager who began his Financial Services career in 1987 with Merrill Lynch. During his career Paul has formed strong relationships with his client’s while delivering them thoughtful and objective investment advice. He officially became a part of the RMR family in 2018 to gain access to RMR’s services and professional network.

Paul has a passion for investments and is an especially diligent investor in Fixed Income securities. He is always willing to talk with clients about individual stocks and his experience investing through multiple market cycles. Paul’s promise to all his clients is to provide the highest level of service and “invest their money as if it were his own.” This credo is the cornerstone of his conservative investment approach.

Paul was a native New Yorker but now resides in Boca Raton, Fl., Paul has been married for nearly 40 years and has a son, daughter, and two grandchildren.

Paul earned his B.S. degree in Business Management and is proud of his six years of military service in the National Guard and being a staunch supporter of St. Jude’s Children’s Research Hospital.