bio
Paul Duggan is a financial advisor specializing in wealth management and the President and Founder of TRG Advisors, Inc., which recently joined intellicents. With more than 45 years in the financial services industry, Paul brings a steady, long-term perspective to helping clients make confident decisions about their financial lives.
A CERTIFIED FINANCIAL PLANNER® professional since 1987, Paul is deeply committed to helping individuals and families define, and work toward, their own version of financial independence. He pairs decades of experience with thoughtful, practical guidance, meeting clients where they are, and helping them plan for what comes next.
Paul holds a degree from the State University of New York at Buffalo. He serves as an advisor for HOSPICE, a nonprofit organization advancing compassionate, dignity-centered care that he sat on for nearly 25 years.
He lives in Lakewood Ranch, Florida, with his wife, Patty. Outside of work, Paul enjoys golf and woodworking, working with 3 of my 5 children and spending time with my eight grandchildren.
education & certifications
my idea of living the dream
Living the dream means time with my wife, my kids, and my ever-growing group of grandchildren. It’s traveling while I’m in my “go-go years,” getting in a good round of golf, and having the freedom to enjoy this season of life fully.
this is my dream job
I’ve spent decades in this profession, and the work still matters deeply to me. Building long-term relationships and helping clients make confident, thoughtful financial decisions is a responsibility I value, and one I continue to enjoy.
this is how i make it real
I focus on serving my existing clients with care and consistency, while also supporting my children as they build their own careers. It’s about staying engaged, present, and grounded, both professionally and personally.