At Moroukian Wealth Management Group we employ a Team Approach while providing the individual attention needed to ensure a positive investment experience. By applying all of our energy, knowledge, experience and "step above" service, our team will work with you to guide you toward reaching your unique financial goals. Throughout the process we will maintain our commitment to do what is right for you and OUR VISION which is to excel in all aspects of our business and exceed your expectations.
R. Paul Moroukian
CFP®, Wealth Manager
Paul is a 1983 graduate of Roger Williams College in Rhode Island with a Bachelor of Science Degree. A lifelong resident of the Albany, New York area he is married with three children. Paul has been a Wealth Manager since 1986 having...
Client Relationship Manager
Monica is from the Fulton County, New York area and has one daughter and one grandson. She has several years of experience in both banking and investment sides of the financial services industry. Monica attended New Hampshire Technical...
Client Relationship Specialist
Jennifer is from the Saratoga County, New York area where she currently resides with her husband. She attended Empire State College and joined R. Paul Moroukian Wealth Management Group in 2016. Jen is one of the firm’s first...