NB|AZ Wealth Advisors | LPL Financial
Paul Solie
Vice President | Wealth Management Advisor
Phone
Branch/Office Location
Paul Solie
Vice President | Wealth Management Advisor
About Paul
Paul Solie is a Wealth Advisor located at the Wealth Center at the Mesa Main branch of National Bank of Arizona . In this role, he specializes in assisting his clients in every aspect of their financial lives, including identifying their specific objectives, creating and implementing a plan to pursue their goals along with regular followups. This client-centric approach is the vital foundation to long-lasting client relationships. Paul brings more than 10 years of financial services experience to the NB|AZ Wealth Advisors team, with eight of those years specifically in the Investment Banking and Wealth Management areas. He earned his Bachelor in Business Administration degree from the University of Wisconsin-Whitewater.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Products and Services I specialize in:
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. National Bank of Arizona, a division of Zions Bancorporation, N.A. and Zions Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Zions Wealth Advisors are also employees of Zions Bancorporation. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Zions Bancorporation or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
Zions Bancorporation provides referrals to financial professionals of LPL pursuant to an agreement that allows LPL to pay Zions Bancorporation for these referrals. This creates an incentive for Zions Bancorporation to make these referrals, resulting in a conflict of interest. Zions Bancorporation is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial Registered Representative associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.