Paul Loyacono is the founder and managing director of WealthPoint Investment Management with more than a decade of experience in the financial services industry. Paul believes WealthPoint is different from other firms in many ways; but mostly because of its focus on high net worth individuals and business owners that really understand the value in planning and creating an investment strategy.
Paul started his career in the insurance industry, working with Citigroup. He quickly realized that many of his clients also needed assistance with their finances and investments. To assist them with all of their financial strategy needs, he became a financial advisor. Over the course of several years, he worked with large, national firms, including Wells Fargo and Merrill Lynch, and a private firm, Stephens, Inc. With a desire to focus more on his clients’ needs and serve them objectively, he founded WealthPoint Investment Management and joined independent broker-dealer LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation.*
Paul holds FINRA Series 7 and 63 registrations through LPL Financial, and holds FINRA Series 66 registration through IFG Advisory, LLC and LPL Financial. He also holds life and variable annuity insurance licenses. Born and raised in Vicksburg, he enjoys working with the good people in Mississippi, as well as throughout the South. He enjoys spending time with his wife, Kati, and their three daughters. When he isn’t working with clients, he spends much of his time outdoors, whether he’s golfing, playing tennis, or duck hunting.
*As reported in Financial Planning magazine 1996-2018, based on total revenues.