Paul S. Grabkowski
Senior Vice President
- 518.463.2200, ext 134
Work at Halliday:
When joining Halliday in 2012, Paul, along with Susan Phillips and Joseph Lemme, formed Oak Ridge Wealth Strategies within Halliday Financial Group.
Paul works with a variety of clientele consisting of individuals, multigenerational planning, trusts, business entities, and corporations.
Paul’s mission is to provide investment solutions to investors, with objective advice to meet their needs throughout all of life’s experiences, all while providing superior service.
Background and education:
Paul received his AAS from Hudson Valley Community College, and attended Russell Sage Colleges for accounting.
He is licensed in Series 6 and 63, as well as with New York State Life, Accident, and Health Insurance, and he holds a Long-Term Care Certification. Additionally, Paul completed courses from The Life Underwriter Training Council for Personal Insurance & Disability Income Insurance. Paul received the National Sales Achievement Award and National Quality Award in 1990 from the National Association of Life and Underwriters.
Paul began his career in the financial industry in life insurance and investments with Prudential Insurance Company and Pruco Securities over 30 years ago. He moved to Marine Midland Bank with HSBC Brokerage as a Financial Advisor, Insurance Sales Officer, and Vice President with Trust and Investment Management in 1994. In 2005, Paul became an Assistant Vice President with First Niagara Investment Services.
Paul is married with two grown children and spends his free time cooking, gardening, golfing, and entertaining with friends and family.