Paul Trone

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

Forbes Best-In-State Wealth Advisors (2024)

New Mexico

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

About Paul Trone

My career as a financial advisor with Edward Jones began in 2007. Before joining Edward Jones, I worked as a financial advisor at Merrill Lynch for 13 years. Prior to my career in the financial industry, I was a realtor for six years, after earning a Bachelor of Business Administration from Eastern New Mexico University in 1987.

Vision: My team strives to be the first choice in financial services for high-net-worth families.

Mission: Providing professional and reliable service with honesty, integrity and trustworthiness.

Born in Carlsbad in 1964, my family moved to Sacramento, NM, in 1970. In 1987... Read More

The description above is provided by Paul.

Focus Area / Customer Base

High Net worth families and businesses. Specializing in retirement and estate planning.

Paul Trone's Awards

2020 BARRON'S TOP 1200 ADVISORS

2022, 2023, 2024 Forbes Best-In-State Wealth Advisors

2022-2024 Forbes Best-In-State Wealth Advisors, published 1st trimester each year, research by SHOOK Research LLC, data as of June of prior year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

2020 Barron's Top 1,200 Financial Advisors, published March 2020, data as of September 2019. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.

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