Deep Enrich
Paul Slaughter
Registered Client Service Associate II
321 followers
Louisville, Kentucky, United States
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About me
20+ years in Wealth Management Industry | Strategic Financial and Technology Consulting | Kinship Builder
Education
Indiana University-Southeast
-Bachelor's of Science in Business Marketing
Experience
Hilliard Lyons
Feb 2009 - Nov 2012Registered Client Service Associate II
Ameriprise Financial Services, Inc.
Nov 2012 - Oct 2015Paraplanner
Morgan Stanley
Jan 2016 - Oct 2017Registered AssociateHilliard Lyons
Oct 2017 - Oct 2019Wealth Associate
Apr 2018 - Oct 2019Sr. Branch Training Specialist
Oct 2017 - Oct 2019
Baird
Oct 2019 - Nov 2023Technology Solutions Consultant
Kentucky Planning Partners
May 2024 - nowKentucky Planning Partners
Licenses & Certifications
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Commonwealth of KentuckyAug 2005
Series 7, Series 63, Series 66
U.S. Securities and Exchange Commission
Honors & Awards
- Awarded to Paul Slaughter2020 PWM Innovation Award Baird Apr 2021
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