BayCoast Financial Services
Paul M. Cloutier
Vice President, BayCoast Financial Services
Financial Advisor, Infinex Investments Inc.
Prior to joining BayCoast Financial Services, formerly Citizens~Union Financial Services, in 2007, Paul served in the Wealth Management Groups at two regional banks: Bridgewater Savings Bank and Plymouth Savings Bank. As Vice President and Registered Representative at BayCoast Financial Services, Paul manages investments and assets for clients, including mutual funds, annuities, income strategies, retirement plans, and 529 plans. Paul is also responsible for developing new business for Plimoth Investment Advisors and training Bank employees how to refer BayCoast Financial Services to their customers.
Paul holds a Bachelors Degree in Economics from Northeastern University in Boston.He is a FINRA General Securities Representative (Series 7 and Series 63), and holds the Massachusettts State Insurance License for Life and Health.
In his spare time, Paul is an active volunteer with the Wrentham Council on Aging. He also works with Wrentham Youth Programs where he is a head coach of soccer, basketball and softball for multiple age groups.
Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. BayCoast Financial Services is a subsidiary of BayCoast Bank. Infinex is not affliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.