Meet Our Team

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.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures. Platinum Council levels are based on the previous calendar year’s gross revenue and are defined as follows: Diamond – Top 15 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, and Sapphire – Next 8%.