Joshua A. Paul Recognized as Leading Financial Advisor by Commonwealth Financial Network
Worcester, MA (April 28, 2015)—Joshua A. Paul, CFP®, AIF®, an independent financial advisor affiliated with Commonwealth Financial Network® and Sr. Vice President of Bartholomew & Company in Worcester, Massachusetts, has achieved Commonwealth Winners Circle status for 2015. This distinction recognizes successful financial advisors based on a ranking of annual production among Commonwealth’s network of approximately 1,600 financial advisors. Commonwealth is the nation’s largest privately held independent broker/dealer–RIA and the broker/dealer of choice for Mr. Paul.
Wayne Bloom, CEO of Commonwealth, said, “We are pleased to recognize Joshua with this exclusive distinction. As a highly regarded advisor within the industry and a valued member of the Commonwealth community, Joshua represents the scale and stature of a Winners Circle-level advisor, and we look forward to his participation in our conference.”
In honor of this distinction, Mr. Paul has been invited to join his peers at the Commonwealth Winners Circle conference, May 11–15, 2015, at the Ritz-Carlton in Sarasota, Florida. The conference will offer attendees an array of networking and educational opportunities focused on delivering indispensable service to clients and offering strategies for continuing to grow and evolve an advisor’s business.