Paul Mershon

Paul Mershon

Paul Mershon - Founder at Aurelius Capital Advisors, LLC

Paul Mershon Work

Paul Mershon Education

  • 1983 - 1985 CFP in Concepts in Financial and Tax Planning
    College for Financial Planning
  • 1973 - 1978 BSB in Business and Finance
    University of Minnesota

Paul Mershon Skills

Income TaxFinancial ReportingSuccession PlanningAsset ProtectionWealth ManagementFinancial PlanningWealthStrategic Financial PlanningInvestmentsFinancial PlannersSmall BusinessFinancial AdvisoryFinancial ServicesPortfolio ManagementFinanceAsset ManagementStrategic PlanningInvestment ManagementTrustsCaptivesFiduciary1031 ExchangesOpportunity ZonesESOPEstate PlanningRisk ManagementServicesStrategyEntrepreneurshipProject ManagementProject PlanningCustomer Service

Paul Mershon Contact Information

Work email●●●●●●●●@company.com
Personal email●●●●●●●●@gmail.com
Phone+● ●●● ●●● ●●●●
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Paul Mershon currently works at Aurelius Capital Advisors, LLC as Paul Mershon - Founder at Aurelius Capital Advisors, LLC.

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