Top Content Curve
Nora Paul
Nora Paul
Consulting Group
Financial Advisor
Financial Planning Specialist
110 North Main Street
Suite 1100
Dayton, OH 45402
tel: 937-223-4063
toll free: 800-223-0644
fax: 937-223-4010
Email Me
Welcome Associations Education Honors Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Dayton Area Chamber of Commerce
    Ambassador
    Dayton, OH
  • National Association of Asian American Professionals
    Board Member
    Cincinnati, OH
  • Dayton Woman's Club
    Board Member
    Dayton, OH
  • Springfield Symphony Orchestra
    Clarinetist
    Springfield, OH
Education and Licensing
  • Financial Planning Specialist Designation
  • Series 8 - General Securities Sales Supervisor
  • Series 65 - Investment Advisory Agent
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 3 - National Commodity Futures
  • Life, Accident, Health & Variable Annuity Insurance Licensed
  • Master's Degree
    Ithaca College
    Ithaca, NY
  • Bachelors Degree
    Ithaca, College
    Ithaca, NY
Honors and Recognitions
  • Ambassador of the Year Award Recipient
    Dayton Area Chamber of Commerce
Services
  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Asset Management
  • Family Consulting
  • Long Term Care Insurance
  • Philanthropic Services
  • 529 Plans
  • Alternative Investments
  • Corporations
  • Endowments and Foundations
  • Qualified Plans
  • Private Banking
  • Trust Services and Accounting
  • Lending Services
  • Art Advisory
Business Experience
  • 20+ Years Industry Experience with Major Financial Services Firms
Bulletin Board
  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Talk to us about advice that goes beyond investments. A new standard for retirement planning.
  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
  • A key component of any financial plan is life insurance. Speak to us about receiving a complimentary insurance review.
Nora Paul is licensed in the following state(s): AL, AR, CA, CT, DC, FL, GA, IA, IL, IN, KY, MA, ME, NC, NH, NJ, NM, OH, OK, PA, SC, SD, TX, UT, WA, WI, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Are You Ready for Retirement? (pdf)

How You Can Survive a Layoff (pdf)

The Basics of Annuities: Planning for Income Needs (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]