Paul O’Bold is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Indianapolis, Indiana.
As a CERTIFIED FINANCIAL PLANNER® professional, and an experienced wealth advisor to individuals, families, and businesses, Paul uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves to focus on the things that matter most to them. Paul and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to joining the company, Paul worked for Harber Group, LLC where he helped analyze clients’ investment portfolios and income plans as they prepared for retirement and continued to monitor through their retirement.
Paul earned his BS in finance from Anderson University and was part of the university’s honors program.
Paul is an active member of his local church where he is involved in a small group and plays in a basketball league.
He and his wife, Keri, have one son and one daughter, and live in the Indianapolis area.
