J. “Paul” Phelan has more than 45 years of experience in the financial services industry and supports Old Orchard Wealth Management in operations and planning-related functions. Over the course of his career, he has held roles with financial institutions that are now part of PNC, M&T Bank, and F.N.B. Corporation.
Paul has been affiliated with LPL Financial for nearly 20 years and brings extensive familiarity with LPL processes and operations. In his role, he serves as a point of contact for firm coordination with LPL Financial and helps maintain relationships with various product sponsors and partners.
Paul has been a CERTIFIED FINANCIAL PLANNER™ professional since 1997. Most recently, he has worked as a paraplanner, providing behind-the-scenes support for financial planning and ongoing client service.
