Paul Saad

Financial Advisor

Contact Me
Paul Saad


Relationships built on Empathy. Strategies crafted with Insight. Advice provided with Integrity.

My Story and Services

About Paul

Finance has been Paul’s passion since a very young age. Since adolescence, his summers were spent attending finance programs and seminars hosted at such renowned institutions as Yale University, Julian Krinsky Business School, and Wharton. After studying finance at Lehigh University in Pennsylvania, he moved to Florida where he has been working in banking and finance for over four years.

Paul is of the fundamental belief that you worked hard to earn your money, your money should work hard to earn for you. The primary objective of Paul’s practice is for his clients to achieve their financial dreams, as his earnest desire to help people is a major motivator for him both in and out of the office. Whether building houses in South America, working with Down Syndrome children, or volunteering locally, Paul finds nothing as rewarding or enjoyable as the sense of truly helping someone. That attitude extends to his work, where his clients know him to be empathetic and understanding of their specific goals and circumstances. Paul combines those principals with the resources and intellectual capital of Morgan Stanley to give his clients honest advice with insightful, personalized solutions.

Outside the office, Paul enjoys golf, squash, and volunteer work.

Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning Strategies
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Asset Management
  • Alternative Investments
  • Lending Products
  • 401(k) Rollovers

Securities Agent: FL, GA, NJ, NY, OH, TX; General Securities Representative; Investment Advisor Representative

NMLS#: 1319771

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



  • 8889 Pelican Bay Blvd Ste 300
  • Naples, FL 34108

    Working With You

    Working With You

    As a Financial Advisor, Paul’s role is to help you use your wealth to achieve what is most important to you. That may mean providing an education to children and grandchildren, buying a vacation home, meeting the special needs of a family member, retiring ten years early — the list is endless, and the decision is uniquely your own. Paul will work with you to translate your goals into a personalized investment strategy.



    We invite you to join us at our informal local discussions. We host frequent free events, seminars, and workshops on a variety of topics meant to benefit you, your business, and your family.

    For event date, time and location information please email or call (239) 449-7813.

    Current Topics:


    Whether you are on the Left or the Right, if you’re passionate about a single issue or a complete ideology, learn ways to align your investments with your Personal, Religious, or Ideological Views. Sustainable strategies have often performed in line with or better than their traditional counterparts.*


    From “Merely Surviving” to “Fully Thriving”, Perspectives, Insights, & Strategies to Capitalize on the Current Volatile Markets


    Investing in Dividend stocks to Generate Consistent Cash Flow, Pay Less Taxes, and receive more stable and predictable income.


    Florida Domicile & Homestead may lead to significant tax Savings, Legal Protections, and Estate Planning Benefits…but how has that all changed with the recent Tax Reform Bill? Learn what it means to Declare Florida Domicile and if it is beneficial in your unique situation.

    Check back often as we are frequently updating this list with our local events.

    If you are a member of a group or club that would like a speaker for your next event, please contact us with the desired subject matter and we will attempt to have one of our qualified experts host a private presentation. 

    Equity securities may fluctuate in response to news on companies, industries, market conditions and the general economic environment. Companies cannot assure or guarantee a certain rate of return or dividend yield; they can increase, decrease or totally eliminate their dividends without notice.

    The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    *Morgan Stanley Institute for Sustainable Investing ‘ Sustainable Reality,’ February 2015. 


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact Paul Saad today.

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    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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