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Melbourne • Vero Beach • Stuart

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Paul F. McCarthy, III

Paul F. McCarthy, III


Paul’s expertise is in Retirement Management which includes safe investing, generating income, and most importantly protecting his clients’ money. Paul works with numerous attorneys who deal with all forms of Financial Management, Estate Planning, and Estate Settlement Services throughout Florida. Paul’s background includes: Investments Manager and Retirement Coordinator for Financial Resources Group in Vero Beach, Florida, and formerly Paul was Vice President and Retirement Coordinator for Dean Witter Reynolds Inc. Paul has been a guest speaker on numerous radio talk shows and was featured in Financial Planning Magazine and Sourcebook Magazine for his expertise in retirement planning. Paul is an Investment Advisor Representative. He is also a Life, Health, and Variable Annuity Licensed agent with over 27 years of experience.