Paul M. Largo is the President of Dune Lakes Private Wealth Advisors, bringing over 28 years of experience. He is a Senior PIM Portfolio Manager and is recognized as part of the Forbes Best-in-State Wealth Management Team 2024, Paul has built his career on a deep commitment to his clients, helping them make informed financial decisions and watching their wealth grow to achieve their goals. His passion lies not only in investment strategy but also in the meaningful relationships he has cultivated with the successful families he serves.
Paul has been named the Platinum Council Advisor and Sapphire Level Platinum Council Advisor for the years of 2016-2024. This is a recognition given to a select group in the top of their field at Wells Fargo Advisors Financial Network.
With a well-rounded background in the financial services industry, Paul has held roles as a personal financial advisor, a management training advisor—educating hundreds of professionals annually—a branch manager, and an independent financial advisor. Over the years, he has founded, scaled, and sold wealth management firms, managed businesses with multiple employees, and owned commercial real estate. However, his true fulfillment comes from working directly with high-net-worth families, guiding them toward financial success with a hands-on, personalized approach.
Outside of work, Paul values time spent with his wife, Marisa, and their adult children, embracing the lifelong journey of parenthood and cherishing moments that keep them closely connected. They also enjoy early morning walks with their two dogs, Chewy and Daisy. Paul enjoys the challenge of golf and is still seeking the ever-elusive hole in one. Deeply committed to their community, Paul and Marisa actively support and volunteer with local charities, striving to make a meaningful impact.
Originally from Pennsylvania, Chris now lives with his wife Kara and son Cade, in central New Jersey. Close to the water and often with a beach breeze, it’s not uncommon to hear a song or two strumming on his guitar. As an avid year-round salt-water fisherman, Chris is currently spending free time pursuing his Captain’s license. When not in the office or out on the water, you’re likely to find Chris working in the garden.
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