Raymond James - Dylan Paul
Categories
Financial Planning/Advising/Investment Management
About
Dylan combines a deep understanding of neuroscience, sociology and global events with a passion for financial literacy to offer clients a comprehensive and adaptive approach to wealth management. Based in Alpharetta, Georgia, Dylan works with families, businesses, attorneys and long-term beneficiary trusts, tailoring financial strategies to a wide variety of needs through the extensive resources of Raymond James.
Dylan’s financial philosophy is deeply rooted in the lessons of his grandfather, who viewed markets through an engineering lens and emphasized the importance of meticulous long-term planning. At Yale University, Dylan studied neuroscience, exploring how emotions and cognitive processes influence decision-making. His senior thesis, “The Silent Crisis – Men’s Mental Health,” delved into societal challenges and individual resilience, informed by immersive research on homelessness in Atlanta, New York City, Los Angeles, and New Haven, Connecticut.
Training daily in the same room where his ancestor William G. Anderson created the first ergometer and penned “Building a Better Student Body” shaped Dylan’s perspective on discipline, precision, and collaboration. Dylan likens his role as a financial advisor to a coxswain in rowing—coordinating the efforts of a team and guiding clients toward their goals with clarity, rhythm, and balance.
At the heart of Dylan’s practice is a commitment to helping others achieve their goals. He views financial success as a team effort, one that thrives on empathy, trust and the seamless integration of resources. Dylan works closely with clients to create a feeling of “swing,” where individual efforts synchronize into collective progress, helping ensure financial stability and success.
Dylan holds the Series 7 and 66 licenses and the AAMS™ designation. Outside of work, he enjoys coaching rowing, advocating for mental health, empowering others through financial education and tackling renovation projects that merge creativity with functionality. A native of Alpharetta, Dylan is proud to serve his community, helping clients navigate life’s challenges with confidence and purpose.