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Linda Caridad Paul

Expert Financial Advisor & Portfolio Manager

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Linda Caridad Paul

Linda Caridad Paul

CRD: 4292364 Broker & Financial Advisor

Current Firm

Rockefeller Financial LLC

ABOUT Linda Caridad Paul

PROFILE: Linda Caridad Paul is an accomplished financial professional with 25 years of experience in the securities and investment advisory industry. She is dually registered as a Broker and Investment Adviser and is currently affiliated with Rockefeller Financial LLC and Rockefeller Capital Management in Winter Park, Florida. Before joining Rockefeller in 2023, Linda spent more than 13 years with Merrill Lynch, Pierce, Fenner & Smith Incorporated and began her career with Banc of America Investment Services. Her extensive industry background and broad multi-state licensing reflect a long-standing commitment to serving clients through comprehensive financial and investment services.

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Qualifications

  • Licensed Broker — Dually registered as a Broker and Investment Adviser
  • FINRA Registered — Maintains registration as a broker with Rockefeller Financial LLC
  • Investment Adviser — Registered to provide investment advisory services through Rockefeller Capital Management
  • Multi-State Licensed — Holds securities licenses across 32 states/jurisdictions

Services

Portfolio Construction & Implementation Retirement Planning 401(k) Planning & Management Stock Trading & Analysis Mutual Fund & ETF Selection Tax-Efficient Investments Structured Product & Income Strategies Bond & Fixed Income Investing Dividend Growth Strategies Copy Trading AI Trading Investment Management Wealth Preservation Estate Planning Risk Management & Asset Allocation IRA & Roth IRA Management Annuities & Insurance Planning Financial Goal Setting Market Research & Analysis Behavioral Finance Coaching

Experience

25 years

25 years. With a quarter-century of experience in financial services, Linda Caridad Paul has built a diverse career spanning Banc of America Investment Services, Merrill Lynch, and Rockefeller, providing brokerage and investment advisory services to clients.

Professional Statistics

25
Years of Experience
3
Firm (s)
0
Disclosures
All registrations and licenses are verified through FINRA BrokerCheck

Office Address

1100 Orange Ave Floor 2 Winter Park, FL 32789

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Top traded (24h)
Stocks & Indices
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Precious Metals
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Cryptocurrencies
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Forex & Dollar Index

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Studies Show an Advisor Can Boost Your Finance by an Average of 102%

A Vanguard study* shows that a $500,000 investment managed by a financial advisor could grow to over $6.4 million. In contrast, a self-managed portfolio is projected to reach just $1.69 million or less over the same time frame.

*Based on Vanguard's study on advisor value
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