Blake Paro

Blake organizes chaos. This is especially true when tailgating. He has no room for poorly executed party spreads at any event. “A successful tailgate is one where I can enjoy it with the guests and I’m not running around tying up loose ends.”

Born in Rochester, Minnesota, the Paro family lived in a couple states before landing in Raleigh in the early 80’s. Dad worked for IBM, Mom was a nurse and he, his brother and sister will all tell you they hit the jackpot on parents.

Blake is your most trusted ally who possesses a quick wit and easy smile. Blake met his wife Sarah at N.C. State University where he graduated with a degree in business management and a concentration in finance. They live in Raleigh with their daughters, Avery and Ashley. The Paro Family love the beach, the pool, sharing in great food, and are forever N.C. State Wolfpack supporters.

Blake has an analytical mindset that is thorough. He is vigilant and steady. With a priority on communication, he keeps clients well informed. He is the guide, helping clients create personalized and comprehensive plans to help meet their financial needs. “I love getting people financially organized with a defined purpose and a clear course. We adjust the plan as needed while maintaining complete flexibility. This allows our clients to focus on what is most important to them in their everyday lives, not the stock market.”

His career in the financial services industry began in 2003 when he went to work for A.G. Edwards with his future partners at Olde Raleigh Financial, Alex Mihajlov and Kathy Duckworth. All three acquired perspective and wisdom via an unexpected journey through Wachovia Securities, Wells Fargo Advisors, escaping to Raymond James, and ultimately transitioning into the Independent Investment Advisory status.

“Our practice is in the ‘personal finance business’. So, any strategy we suggest we personally invest in. Why would it be any other way?. As an Independent Advisory firm we must uphold the obligation to go find the best solutions for our clients. They pay us to make decisions in their best interest and under no uncertain terms there is a lot riding on those decisions.”

Clients enjoy and value the trusting relationships he builds with them. Conversations are led by the client and council is largely in the form of perspective and its role in financial wellness. “As any veteran BBQ’er/financial advisor will tell you, the key to any great slow cooked Thanksgiving Turkey is time and planning ahead. The more time you give it the more flavor comes out. Likewise, a well managed, paid attention to portfolio and financial plan needs to be managed not for a time but over time.”

Drop Blake your favorite marinade recipe for pretty much anything at [email protected]

 

Our Mission

We believe a client relationship is an on-going conversation

We believe in concise performance reports and clearly stated fees

We believe accountability and responsiveness are the core of great service

Olde Raleigh Financial Group

3110 Edwards Mill Road, Suite 340,
Raleigh, NC 27612
Phone: 919.861.8212

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Advisory Services offered through Olde Raleigh Financial Group, a Member of Advisory Services Network, LLC. Website: http://advservnet.com Phone: 770.352.0449. Securities offered through Calton & Associates, Inc., Member FINRA/SIPC. 2701 North Rocky Point Drive, Tampa, FL 33607. Advisory Services Network, LLC and Calton & Associates, Inc. are separate and unrelated entities. 

Registered representatives of Calton & Associates, Inc. may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every states. 

Fidelity Investments is an independent company, unaffiliated with Old Raleigh Financial Group. Fidelity Investments is a service provider to Advisory Services Network. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Old Raleigh Financial Group and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 866672.1.0