Paul Mcfeeley | Managing Director

Paul joins D3 Wealth Partners- Hightower Boca Raton as a Managing Director. He brings with him over 35 years of diverse experience in the High Net Worth marketplace. Most recently, Paul spent 14 years at Oppenheimer & Co. working in their Sarasota, FL office. In addition to dealing with his established practice of multi-generational families, foundations and endowments, Paul served as Oppenheimer’s Sarasota Branch Manager. His responsibilities included overseeing all aspects of branch operations and compliance, while helping a senior team of Financial Advisors grow their businesses as he introduced Oppenheimer to the crucial and growing Sarasota market.

Prior to Oppenheimer, Paul spent 8 years at Smith Barney in New York City as a Vice President of Investments and Financial Planning Specialist.  At Smith Barney, Paul mastered the craft of Investment Management Consulting utilizing Smith Barney’s deep and rich capabilities in the investment management consulting and research field to bring investment solutions to his long-time clients. Before Smith Barney, Paul spent 5 years at Merrill Lynch in New York and 3+ years in the Private Client Group of Lehman Brothers in their flagship World Financial Center office.

Today Paul works with a select group of High Net Worth families, not just in Florida but nationwide, providing them with investment, financial planning, retirement income planning, estate planning and charitable giving advice. Paul’s longevity in the industry has served his clients well, as he has seen the natural ebbs and flows of financial markets over the years and he knows all too well that a long term perspective is paramount in helping clients and their families reach their multi-generational goals.

Paul has been married for 40 years to his high school sweetheart, Laurie, and they have two adult sons, Rob and Brian. In addition to enjoying all the cultural wonders of Sarasota, Paul enjoys golf, tennis and being outdoors in the environment as much as possible.