portrait of Donald M Paul
FINANCIAL ADVISOR

Donald M Paul

AAMS™
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Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Movies & Entertainment
  • Football
  • Coaching Sports
  • Board Games

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Fax

(877) 369-3745

Branch Team

  • Rhonda Vallery
    Sr. Branch Office Administrator

Office Address

3306 Kaliste Saloom Rd
Lafayette, LA 70508
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