Stuart A. Paris, CIMA ®, AIF ®, is the founder and President of Paris International an Employee Benefits Consulting Firm, a Principal of Granite Retirement Services, LLC and the creator of The ETF 401(k) Solutions, and co-creator of The 401(k) Compliance Solution. Stuart received his BA in politics from Brandeis University and holds the Certified Investment Management Analyst (CIMA ®) designation from the University of Pennsylvania Aresty Institute of Executive Education at the Wharton School. He has been a Regional Group Manager for The Prudential Insurance Company of America, a General Agent for The Travelers Insurance Company, and is currently a Registered Representative, a Registered Principal and an Investment Adviser Representative with Commonwealth Financial Network. Stuart has received numerous industry awards including the prestigious Quality of Life Award for service to company, industry, community and to humankind.
Michael R. Paris, AIF ®, is a principal in the Paris International family of companies. Paris International specializes in employee benefits consulting as well as wealth management and financial planning. He currently serves on the John Hancock Advisory Board and formerly served on Curian’s Advisory Council. Michael was chosen as one of New York’s Five Star Wealth Managers for 2014, 2015, and 2016 by Five Star Professional*. He was also chosen as one of the 2017 Top Retirement Plan “Young Gun” Advisors Under 40 by the National Association of Plan Advisors**. After attending Indiana University, he moved to California for 3 years to work as a Financial Planner at Trilogy Financial Services. He also spent a year in Louisville, Kentucky at ARGI Financial Group as a Financial Advisor. In 2008 Michael joined the Paris International Companies. He is currently the senior principal overseeing the financial planning and wealth management practices of the firm. Michael is an Accredited Investment Fiduciary SM and is also the creator and head of the employee benefit communication team. He holds multiple securities registrations including Series 6, Series 63 and Series 7, and is insurance licensed for life and health.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,169 New York wealth managers were considered for the award; 154 (8 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit: www.fivestarprofessional.com.
** The NAPA Top Retirement Plan Advisors Under 40 list includes plan advisors who have built a solid practice—either alone or as part of a team—and are established leaders ready to take their defined contribution (DC) and 401(k) plans to the next level. Nominations were solicited by NAPA members. Nominees were asked to complete an application and winners were chosen based on criteria that include: current and new DC assets under management, DC plans for the past 12 and 24 months, DC/DB plan revenue. Votes were utilized to break ties, if applicable. The nominated advisor need not be a NAPA member. 309 advisors were considered for the award. 75 (24.3% of candidates) were recognized. This award is not indicative of the wealth manager’s future performance. Your experience may vary. For more information, please visit: www.napa-net.org.
Robert Testa joined Paris International’s Client Services Division in May 2000 as Vice President. He is responsible for the overall operations and assists Registered Representatives in providing services to the employees of Paris International’s 401(k) client organizations. Prior to joining Paris International, Bob spent fifteen years with Mutual of America Life Insurance Company, a provider of retirement plan services, as a Retirement Benefits Consultant in their New York City Regional Sales Office. Bob, a native of East Williston, New York, is a graduate of Stonehill College in North Easton, Massachusetts with a Bachelor of Science degree in Business Administration. He holds several securities registrations including Series 6, and Series 63, along with life and health licenses.
Paul Kim, CFA®, Vice President, joined Paris International in July 2010. He serves clients by helping them identify and realize their financial objectives, and any account service related tasks. He is also involved with constructing asset allocation models used in client portfolios and responsible for trading. Prior to joining Paris International, Paul spent two years at UBS as a Client Service Associate. Paul is a graduate of New York University with a Bachelor of Arts in Economics and a minor in Business Studies. He holds securities registrations including Series 7 and Series 66, and is also insurance licensed for Life, Health, and Long Term Care.
Athena Bubell, Senior Account Manager, has 31 years of experience in the insurance industry and has been with Paris International for 27 years. She began working in New Business Processing and Underwriting areas handling life, disability and long term care cases and customer services. She graduated from The Katharine Gibbs School in New York City, New York after attending C. W. Post College of L.I.U. Athena handles investment advisory compliance matters and general compliance issues along with providing general compliance support to staff. She is responsible for security licensing and registration of representatives and supervises continuing education and termination issues. She is a detailed oriented professional highly skilled in multi-tasking and daily execution of assigned tasks. She holds multiple securities registrations including Series 6, Series 63 as well as Series 65 in the state of New York. She is also insurance licensed for life, health and annuities.
Denise Harris has been the Marketing Director at Paris International since 2007. Before joining the Paris International Team, Denise taught computer education for 16 years. She graduated from Queens College with a BA in Education and has an MS in Special Education from Hofstra University. Denise is the creative force behind Paris International. In her role as Marketing Director, she is responsible for creating all of the brochures and seminars that are used with clients as well as maintaining the company web site. She holds several securities registrations including Series 6 and Series 63.
Mark Zigman joined Paris International as an Investment Adviser Representative in February, 2008. He specializes in working with employers to create and manage employee retirement savings programs. He also works with individuals to create a personal financial plan. Mark, a native of Melville, New York, graduated from The State University of New York at Stony Brook with a Bachelor of Engineering Degree in Electrical Engineering. As an Investment Adviser Representative, Mark holds multiple securities registrations including Series 6, Series 63, Series 65, and is insurance licensed for life and health.
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
*Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Paris International are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.