Edward Jones - Financial Advisor Paul Haskins AAMS, CEPA

About Us

Hello, I'm Paul Haskins, a seasoned financial advisor focused on business retirement planning and exit strategies for high-net-worth individuals. With over two decades of experience in both business and government, I've become a trusted financial advisor for entrepreneurs and affluent clients looking to navigate the complexities of wealth preservation and transition.

As a Certified Exit Planning Advisor® or CEPA® professional and an Accredited Asset Management Specialist™ or AAMS™ professional, I leverage my deep understanding of business dynamics to craft personalized retirement and exit plans. My knowledge and experience extends to comprehensive strategies integrating business succession, charitable giving and employee benefits.

I attended the University of Florida, studying public relations. I am committed to continuous learning for professional development and other learning like Arabic to broaden my horizons.

Known for my discretion and personalized approach, I collaborate closely with high-net-worth individuals, aligning their financial goals with a comprehensive exit strategy. Navigating asset protection and wealth transfer intricacies, I position myself as a key financial advisor for clients seeking to leave a lasting legacy.

As a husband and step-father of three, I believe in the importance of family time and giving back. As an avid fisherman, I can be found on the Gulf of Mexico or the local waterways enjoying nature. My family dedicates time to give back by serving on local non-profit boards and other community outreach organizations.