Paul R. Snider

Senior Vice President, Financial Advisor, Branch Manager, Portfolio Management Director

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Paul R. Snider

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

Biography

Paul's practice is focused on working comprehensively with his clients' financial affairs.  He advises a limited number of affluent clients in connection with the planning and management of their wealth, including investment and liability management.

Paul has spent the past 25+ years serving individual clients and their extended families. As a Portfolio Management Director at Morgan Stanley, he helps clients manage over $290 million of assets as of January, 2018.  He leverages the intellectual capital, platform, specialists, and vast resources of Morgan Stanley to deliver exceptional service to his clients.  He graduated from Mississippi State University with a B.B.A. in Banking & Finance.

Paul is active in the community and currently serves on the Gulf Breeze Hospital Community Board, Baptist Healthcare Finance Committee, Pensacola Little Theatre Investment Committee, and the Wave Baseball Board of Directors.  He previously served on the Pensacola State College District Board of Trustees and is a Past President and Paul Harris Fellow of the Rotary Club of Gulf Breeze.  Paul lives in Gulf Breeze with his wife Sherie and three sons.

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Services Include

  • Wealth Management

BM/Supervisor; Securities Agent: AK, AL, AR, AZ, CA, CO, CT, FL, GA, IL, KY, LA, MA, MD, MI, MS, NC, NJ, NY, OK, OR, PA, SC, TN, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 1265311


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

Client Service Team

Client Service Team

Stacy Lentine


Stacy, originally from Pensacola, graduated from the University of Florida with a Bachelor’s of Science in Business Administration majoring in Economics. She has been with Morgan Stanley for 4 years. She enjoys spending time with her fiancé and family, boating, and travelling.

Location

Location

  • 850 S Palafox St., Ste 200
  • Pensacola, FL 32502


    Investing

    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

    Ready to start a conversation? Contact Paul R. Snider today.

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