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William P

Series 63, Series 65

Montgomery, TX

Paladino Wealth

William Paladino Jr. is the principal advisor at Paladino Wealth in Montgomery, TX, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Kms Financial Services, Inc. and concurrently serves as a pilot for United Airlines. Paladino Wealth provides discretionary portfolio management to individual and high-net-worth clients, employing a combination of analytical methods and both short-term and long-term trading strategies. The firm is notable for its use of derivatives within separately managed accounts and manages approximately $144 million in discretionary assets.

Active portfolio management Options & derivatives strategies Passive / index investing
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