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  • Melissa Paddock
    400 Foam St, Suite C Monterey, CA 93940-1449 T: 831.655.2700 F: 831.655.2702
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Navigating risk, wealth and public prominence
From privacy and cybersecurity to legal and reputational risks – are you prepared for what's out there?
Technology & Innovation
Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Estate & Giving
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Year-end tax tips for businesses
Help improve your bottom line with these tax mitigation strategies.
Business Ownership

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  • Paddock Financial Planning
  • 400 Foam St, Suite C Monterey, CA 93940-1449
  • 831.655.2700
  • 831.655.2702
  • Map & Directions
  • Map & Directions
  • Melissa.Paddock@RaymondJames.com

Raymond James financial advisors 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 state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Paddock Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

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