For more than 10 years, Mr. Laliberte has assisted his clients by developing customized financial strategies to help them achieve their life goals. He is licensed to manage clients’ investments using stocks, bonds, mutual funds, ETFs, College Savings Plans, and closed-end funds in taxable and tax deferred accounts (including IRA accounts and retirement plans). He also licensed to provide Life, Disability and Long-Term Care Insurance. Paul joined Wunderlich Securities in 2005 after three years with Morgan Stanley. His resume also includes management and accounting experience with such companies as AT&T Broadband and MediaOne and with the accounting firm of Ernst & Young.
Mr. Laliberte is a graduate of the University of Vermont where he received his Bachelors of Science in Business Administration. Additionally, he is a member of the St. Clement Church in Lincoln Park.