Paul Melnick is the founder and president of Juno Financial Group. Paul has over 30 years of experience in wealth management, retirement planning, and as an investment advisor, providing ERISA 3(21) and/or 3(38) fiduciary services.
Paul shares his extensive knowledge by first seeking to understand the specific needs and goals of his clients, then creating customized plans to fit the unique circumstances of the individual. At Juno, Paul has established a client-first culture, ensuring that his team understands the importance of active listening, timely follow-up, and individualized product recommendations to achieve a client's financial goals.
Paul's greatest sense of accomplishment comes from building lasting relationships with his clients and being seen as not just a trusted financial advisor, but as someone who truly cares about the successes and challenges each client faces throughout their life.
Paul and his wife, Lynn, have three adult children and enjoy engaging in outdoor activities as a family.
Education:
University of Maryland
Community Engagement:
Board Member with the Virginia Home for Boys and Girls
Series 7 - General Securities Representative Examination
Series 63 - Uniform Securities Agent State Law Examination
Series 65 - Uniform Investment Adviser Law Examination