NB|AZ Wealth Advisors | LPL Financial
Paul Solie
Vice President | Wealth Management Advisor
Phone
Branch/Office Location
Paul Solie
Vice President | Wealth Management Advisor
About Paul
Paul Solie is a Wealth Advisor located at the Wealth Center at the Mesa Main branch of National Bank of Arizona . In this role, he specializes in assisting his clients in every aspect of their financial lives, including identifying their specific objectives, creating and implementing a plan to pursue their goals along with regular followups. This client-centric approach is the vital foundation to long-lasting client relationships. Paul brings more than 10 years of financial services experience to the NB|AZ Wealth Advisors team, with eight of those years specifically in the Investment Banking and Wealth Management areas. He earned his Bachelor in Business Administration degree from the University of Wisconsin-Whitewater.
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Products and Services I specialize in:
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. National Bank of Arizona, a division of Zions Bancorporation, N.A., and NB|AZ Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name NB|AZ Wealth Advisors, and may also be employees of National Bank of Arizona, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of National Bank of Arizona, a division of Zions Bancorporation, N.A. or NB|AZ Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed | May Lose Value |
| Not Bank Deposits or Obligations | ||
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NV, CA, ID, IL, MN, NM, OR, UT, WA, AZ, FL, HI, CO, GA, WI, WY, KS
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