Broker Check
Paul Yeager

Paul Yeager

Chief Operating Officer

I knew as early as twelve that I wanted to be in the financial services industry after hearing a wirehouse broker speak to my class on career day in seventh grade. Since that day, I’ve always been fascinated by the markets and especially the unpredictable nature of its volatility. A strong work ethic was instilled in me by my father at an early age with a heavy emphasis on managing my personal finances since I was sixteen.

I began my career in 2006 on a regional bank discount trading desk and began learning as much as I could about how financial markets worked and how clients invested. After a brief two years in accounting post 2008 financial crisis, I was drawn back in and have spent the last thirteen years building teams and managing operations for various investment firms.

Driven by the goal to learn something new every day, I actively seek out opportunities for personal and professional growth. My passion for solving complex problems with efficient simplicity is what fills my cup, and I proactively look for more issues to create solutions for. Serving my clients better and creating an exceptional client experience is at the forefront of everything that I do.

I have a Financial Management degree from the University of Alabama and currently hold my Series 7, 63, 65, 4, and 53 licenses. Originally from Newnan, Georgia I now reside in Birmingham, AL with my wife Brittany, two boys Hampton and Hayes, and two Bernedoodles, Oreo and Brownie. In my spare time I enjoy cooking, soccer with my sons, live music, and watching all the sports. I also serve on the Alabama Alzheimer’s Association Executive Leadership Team fundraising for the search to find the first survivor.