Paul E. Petrie, AIF®
President/Investment Advisor Representative
Paul began his career working with National Life of Vermont. In 1994, Paul co-founded "Winchester Benefits Group" with Ron Miles. In 2002 the organization was renamed Winchester Financial Group.
Paul's eclectic client base includes retirees, middle and high-level executives. Paul works with individuals, families and corporations of all sizes.
Paul is series 6, 7, 63 and 66 registered, holds an Accredited Investment Fiduciary designation and has his Life/Accident and Health License. He has conducted Successful Money Management Seminars at Northeastern University and Merrimack College.
Paul is the regional director for Advisors Alliance group, a region of Cetera Advisor Networks LLC. Paul has the responsibility of supervising and recruiting registered representatives to this division within the current broker dealer. Advisors Alliance Group has over 60 Registered Representatives.
The Cetera Financial Group's Circle of Excellence recognition was awarded to Advisors Alliance Group/Winchester Financial Group; it is not a guarantee of future investment success and should not be construed as an endorsement of by any client.