Paul Clark, CFP®

As a founding Principal and the CCO of Mill Capital Management, Paul brings his 34 years of experience in the financial services industry to advise multi-generational families and individuals on strategic financial and estate planning to help clients meet their financial goals. He serves as the main point of contact for his clients, interacting with them daily to provide Mill Capital’s holistic suite of integrated services while collaborating with his clients’ advisors and other Mill Capital team members.

Prior to Mill Capital Management, Paul was a Senior Vice President with Wachovia/Wells Fargo’s Trust and Wealth Management group. At Wells Fargo, Paul provided a comprehensive suite of services, managing all areas of financial planning, estate planning, and trust administration for his clients.

Paul is a graduate of Campbell University, where he earned a Bachelor of Business Administration degree in Trust Management. He also has a Master of Business Administration from Berry College, and he is a Certified Financial Planner®.

Paul serves as a board member of the Trust Education Foundation and is a member of the Charlotte Estate Planning Council. Outside of work, he enjoys spending time with his family, traveling, and playing golf.