Paul O'Malley

Paul came from an Accounting background where he worked as a tax accountant for 5 years before transitioning to financial services. His motivation for making the move was dealing with people who did not have a financial professional He hopes to end this trend by responding promptly when people need help, and making sure that clients always understand the products that they have been presented.

In his free time Paul enjoys golfing; outdoor golfing when the weather is right and virtual golfing during the winter. He has a particular soft spot for animal shelters and animal related charities. He has a cat named Fergal that he adopted two years ago and is named after a former Guinness brew master. Paul also enjoys reading and completing the New York Times Crossword puzzle, even though he can’t make it past the Thursday Puzzle.


Masters of Science in Accounting
Membership in the Massachusetts Society of Certified Public Accountants
Registered Representative and Investment Advisor Representative of Securian Financial Services