“His approach to educate individuals in order to secure positive outcomes benefits our clients searching for assistance with investments and retirement plan consulting,” said Terence L. Horan, CLU, ChFC, President & CEO of HORAN.
Cincinnati, Ohio (PRWEB) September 16, 2014
HORAN, a leading advisor in employee benefits and financial services, is proud to welcome Paul Carl as Vice President – Retirement Services.
Paul works with corporations and individuals to deliver investment and retirement planning. In addition, he monitors investments, fees and providers for employer clients sponsoring retirement plans.
Paul has been a retirement services industry professional for over 25 years. The knowledge and expertise he gained as a Senior Investigator at the Department of Labor facilitates his ability to deliver consultative insights for prospective and current clients on regulatory compliance. Paul has extensive experience and competency in fiduciary matters, regulatory compliance, risk identification and resolution, investments and employee education.
He was previously employed at a leading regional bank as the Vice President of Client Services – Retirement Plan Services. Prior to this position he was an Institutional Trust Manager for a large financial institution, and brought extensive retirement plan sales and service experience to this organization.
“His approach to educate individuals in order to secure positive outcomes benefits our clients searching for assistance with investments and retirement plan consulting,” said Terence L. Horan, CLU, ChFC, President & CEO of HORAN. “Paul’s background in fiduciary and investment services is a great addition to the Corporate Retirement Plan Consulting organization and we are proud to welcome him to HORAN.”
“HORAN’s values are founded on ethics, integrity and supporting the community. I am honored to have the opportunity to work at a company that is committed to the highest standards while assisting clients,” said Paul Carl.
Paul holds Dual Bachelor’s degrees in Accounting and Computer Science from Thomas More College. He is from the Northern Kentucky area and is an active member of the community. Currently, Paul serves as a Holy Cross High School Board Member, a member of the Planned Giving Committee at Thomas More College and a member of the St. Elizabeth Healthcare Systems Foundation Planned Giving Committee.
Horan Securities, Inc. is a Registered Broker/Dealer member FINRA/SIPC and an Ohio Registered Investment Advisor.
For over 65 years, HORAN has served as a trusted advisor and thorough planner in the areas of life insurance for estate and business planning, employee benefits consulting and wealth management.
Headquartered in Cincinnati, Ohio, with Regional Offices in Dayton, Ohio, and Ft. Mitchell, Kentucky, HORAN serves both corporate and individual clients in 40 states. HORAN has a strong regional presence with a national footprint. We bring the best services, resources and value to our clients through premier national partnerships with M Financial Group, United Benefit Advisors and Retirement Planning Advisory Group.
Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services. Visit horanassoc.com to learn more.