Broker Check
Paul E. Stafford

Paul Stafford

Paul is passionate about bringing the best investing and financial tools to his clients while placing their interests first according to their individual needs.

  • Married 26 years to Suzee. Their children, Ashlee, Mason & Emma, are living in DC & Bozeman.
  • Bachelors degree in Entrepreneurship, Babson College, Wellesley, Mass. 1986.
  • Accredited Investment Fiduciary®
  • 1994-2004 Mortgage Loan Officer
  • 2004-2009 Merrill Lynch, Financial Advisor
  • 2009-2012 Morgan Stanley, Financial Advisor
  • 2012-now Independent Financial Advisor
  • Has lived in TX, OK, CO, MA, WY, & MT. Has traveled to 17 countries.