About Us | Biographies

Paul Vardoulakis
Founder, Norwich Financial LLC
paulv@norwichfinancialllc.com

Paul Vardoulakis is the founder of Norwich Financial LLC, an independent financial services and investment firm with offices in Norwich and Chester, CT. Prior to founding Norwich Financial, Paul started his career in 1994 working for a large financial services firm. However, he felt his dedication to his clients would be better served by leaving and branching out on his own. Choosing to partner with Commonwealth Financial Network® in 2005, one of the premier broker/dealers in the United States, helps ensure his clients receive the best array of investment choices to complement their financial goals.

A graduate of Quinnipiac University’s Business School, Paul holds FINRA securities registrations, Series 6, 7, 24, 63, 65 and is Life and Health insurance licensed.

When Paul managed his practice at a Fortune 500 financial services company, he was awarded many prestigious financial service awards such as the Platinum Performance in 2003, Masters in 2004, and President’s Club in 2004. Since venturing out on his own he has continued to accumulate awards to include the Fidelity Advisor/Council award in both 2009 and 2010. Most recently he has been awarded the FIVE STAR Wealth Management award for an amazing three years in a row.

Paul has presented for and is frequently requested by public and civic organizations, and associations and corporate groups to educate their members regarding financial planning areas including investment, estate, and retirement planning.

Paul is a true Connecticut resident having grown up in Newington; he currently lives in Wethersfield with his wife Anthia, daughter Adrianna, and son Demetri. Paul is an avid skier and enjoys playing golf and spending time with his family.

Summit Club
Paul Vardoulakis is proud to have been recognized as a Summit Club advisor for 2015—a distinction based on annual production that places him among the top 23 percent of advisors affiliated with Commonwealth Financial Network.




Kimberly Wolfe
Administrative Assistant
kim@norwichfinancialllc.com

Kim brings to Norwich Financial over 25 years of administrative and client specialist experience.

Kim assists Paul in all aspects of servicing our clients' accounts as well as data entry, file management, maintaining our schedules and answering and directing phone calls. She is responsible for generating all client forms and managing our database to ensure we have accurate and updated information.

Her ability to multi-task and prioritize work efforts in a fast-paced environment makes her a valuable member of our team. Kim's proficiency in office software has mainstreamed and consolidated our work efforts so that our firm is always running at full capacity with high efficiency output.

Kim's latest undertaking is the remodeling and updating of our current website which should be completed by the spring. Her enthusiasm and positive outlook on life ensures the office is run efficiently and our clients are happy.

Kim lives in Preston with her husband and three children. She is involved in the sports activities of her children and in her spare time she is busy shuttling one or more kids to a sports game or practice. Kim enjoys her family, the beach, reading books and the occasional quiet moment.


 

Chester Office 4 Water Street, Chester, CT 06412
Telephone (860) 526-2021
Norwich Office 11 Wawecus Street, Norwich, CT 06360
Telephone (860) 887-8811


Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,204 Connecticut wealth managers were considered for the award; 503 (23 percent of candidates) were named 2012 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
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