Paul Grande brings decades of experience in financial services and wealth management, helping clients navigate important financial decisions with clarity and confidence. He works closely with individuals and families to create thoughtful strategies designed to support long-term goals, preserve wealth, and align financial planning with what matters most in their lives.
Known for his relationship-driven approach, Paul believes financial planning goes beyond investment performance alone. He encourages clients to view wealth as a tool that can provide stability, opportunity, and meaningful impact for future generations. His guidance focuses on balancing today’s priorities with long-term financial well-being.
Paul began his career in financial services in 1986 after becoming licensed with First Investors. He later joined Mutual of Omaha, where he remained before moving to Dean Witter, which eventually became part of Morgan Stanley. Throughout his career, he has held leadership and advisory roles, including financial advisor, branch manager, and sales manager across several Florida markets, including Port Richey, Clearwater, Tampa, and Palm Harbor. In 2026, he joined the U-Vest® Financial team.
He attended the United States Coast Guard Academy and earned a bachelor’s degree in business administration with concentrations in management and economics from the State University of New York at New Paltz.
Originally from Long Island, New York, Paul now resides in Palm Harbor, Florida, with his wife, Cherie. He is the proud father of two sons, Nicholas and Alex. Outside of work, he enjoys spending time with family, traveling, golfing, fishing, and following sports.