My career as a financial advisor with Edward Jones began in 2007. Before joining Edward Jones, I worked as a financial advisor at Merrill Lynch for 13 years. Prior to my career in the financial industry, I was a realtor for six years, after earning a Bachelor of Business Administration from Eastern New Mexico University in 1987.
Vision: My team strives to the be the first choice in financial services for high net worth families.
Mission: Providing professional and reliable service with honesty, integrity and trustworthiness.
Born in Carlsbad in 1964, my family moved to Sacramento, NM in 1970. In 1987, my wife, Janis, and I returned to Carlsbad to start our careers and raise our family. We have two adult sons, Brad and Bryan.
Community service (present): President: Landsun Homes Foundation; Founding member of COPS (Citizens Offering Police Support) (two terms as president). Carlsbad Rotary Club (20-plus yrs., past pres.); Very active at First United Methodist church since 1995, having served in varied positions. Janis and I have hosted a college and career age bible study in our home every Monday night since 1999.
(Past): Landsun Homes Exec. Committee (12 yrs., four as president); Univ. of the SW Foundation (five yrs.).
Edward Jones: Current state chair of the EJ's Grassroots Task Force for NM; GRTF is dedicated to making the voice of the individual investor heard on Capitol Hill. Comprised of financial advisors from all 50 states, representatives serve as a constituent resource for elected officials and staff to ensure they are well-informed on legislative and regulatory issues impacting investors.
Other awards and recognition: Edward Jones FA Leaders Conference (three yrs.); Managing Partner's Conference for the top 400 advisors (three yrs.). Nominated for Barron's top 1200 financial advisors in the US (five yrs.), and in 2020, received the honor of being selected for that prestigious recognition. The ranking is by state and I was ranked #6 for New Mexico.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Portfolio Reviews
- Business Retirement Plans
My Personal Interests
- History and Museums
- Community Outreach
Office Address302 N Canyon Street
Carlsbad, NM 88220
Phone NumberPaul H Trone at (575) 885-9435
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
- Web Conferencing
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