Broker Check
Paul E. Petrie, AIF®

Paul E. Petrie, AIF®

President/Investment Advisor Representative

Paul attended Westfield State College. After leaving Westfield State, Paul joined National Life of Vermont and began working with closely held businesses in the area of retirement and estate planning.


In 1994, Paul co-founded "Winchester Benefits Group" with Ron Miles. Winchester Benefits Group was re-named Winchester Financial Group in 2002. Paul purchased Winchester Financial Group from Ron in January 2011 and is now the sole owner and President. Paul's eclectic client base includes retirees, middle and high level executives, corporations as well as families in their beginning stages.


As a Regional Director for Cetera Advisor Networks LLC, Paul has the responsibility of supervising and recruiting Registered Representatives to the region within our current broker dealer. Paul's region currently includes 60 Registered Representatives.


Paul is Series 6, 7, 63, 66 and 24 registered, holds a Fi360 designation and has his Life/Accident & Health license. He has conducted Successful Money Management Seminars held at Northeastern University and Merrimack College.


Paul is an avid golfer, racquetball player and snowboarder and loves to spend summer weekends on Lake Winnipesaukee. Paul is married to Theresa and has three children.


Paul's family and Winchester Financial Group support several local charities as well as being an active member in the Woburn Host Lions Club.