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Paul Q
Series 63, Series 66
Nashua, NH
Simplicity Wealth
Paul Quebec is a financial advisor with Simplicity Wealth in Nashua, NH, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at Granite Rock Wealth Management, Foundations Investment Advisors, and Equity Services, Inc., among others. He is also involved in insurance sales through Granite Rock Wealth Management, which he owns. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach primarily using ETFs, mutual funds, and individual securities, supported by model portfolios and independent managers, along with technology and operational services for advisers through its managed account platform.
Robert O
Series 63, Series 66
Nashua, NH
Simplicity Wealth
Robert Okumu Mc Carron is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Simplicity Wealth, he worked at Granite Rock Wealth Management and GWFS Equities. Mc Carron serves as a director for the Coach in Zambia Foundation and as a board member for Game Plan Sports, both nonprofit youth organizations. Simplicity Wealth serves a diverse range of clients including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach primarily utilizing ETFs and mutual funds, and provides advisory services alongside technology and operational support for other advisers through a turnkey asset management platform.
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