Paul Sikes Email & Phone Number | Paul helps clients organize their financial lives. Paul advises clients with respect to investment asset allocation, retirement income planning, managing the transition and proceeds of liquidity events such as business sales, and structuring gifts to family and affinity organizations. Prior to joining Wells Fargo Advisors, Paul spent 10+ years as a corporate tax advisor, primarily with global professional services firms. In such roles, Paul helped to develop tax and legal entity structures for domestic and foreign businesses. Paul also specialized in the taxation of corporate treasury activities including currency, commodities, and related derivatives and hedging strategies. At Wells Fargo Advisors, Paul does not provide tax or legal advice. Paul and his wife, Natalie, live in the Printers Row neighborhood of Chicago. Paul mentors students at St. Rita high school through the Big Shoulders Fund organization. Paul studies music, and enjoys occasional ski trips to Utah and the West Coast, and trips to warm beach locales. Paul earned a B.A. in History from the University of Illinois, Urbana-Champaign, a J.D. from Chicago-Kent College of Law, and an LL.M. in Taxation from Northwestern University School of Law. He holds the CFP® Certified Financial Planner designation and has passed level 2 of the CFA program. This information is intended for use by residents of CA, FL, IL, IN, MA, MI, MO, MT, NJ, NV, OH, OK, PA, TX, VA, VT, WA and WI only. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Please contact me by e-mail at paul.sikes@wfadvisors.com or by phone 708.923.3212.

Paul Sikes

Paul helps clients organize their financial lives. Paul advises clients with respect to investment...
Chicago, Chicago, United States

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Paul Sikes’s Email paul.sikes@wfadvisors.com

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Paul Sikes’s Location Chicago, Chicago, United States

Paul Sikes’s Current Industry Wells Fargo Advisors

Paul Sikes’s Prior Industry Meritas, LLC | Groupon | Ernst & Young | PricewaterhouseCoopers | KPMG

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Work Experience

Wells Fargo Advisors

Associate Vice President - Investment Officer

2012-06-01 00:00:00 - Present

Meritas, LLC

Interim Tax Director

2012-02-01 00:00:00 - 2012-06-01 00:00:00

Groupon

International Tax Consultant

2011-12-01 00:00:00 - 2012-02-01 00:00:00

Ernst & Young

Senior Manager - International Tax Services

2008-05-01 00:00:00 - 2011-01-01 00:00:00

PricewaterhouseCoopers

Manager - International Tax Services

2006-01-01 00:00:00 - 2008-01-01 00:00:00

KPMG

Sr. Associate - International Corporate Services

2003-01-01 00:00:00 - 2005-01-01 00:00:00

Skills

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FAQ About Paul Sikes

Paul Sikes is located at
Chicago, Chicago, United States

Paul Sikes is a Paul helps clients organize their financial lives. Paul advises clients with respect to investment asset allocation, retirement income planning, managing the transition and proceeds of liquidity events such as business sales, and structuring gifts to family and affinity organizations. Prior to joining Wells Fargo Advisors, Paul spent 10+ years as a corporate tax advisor, primarily with global professional services firms. In such roles, Paul helped to develop tax and legal entity structures for domestic and foreign businesses. Paul also specialized in the taxation of corporate treasury activities including currency, commodities, and related derivatives and hedging strategies. At Wells Fargo Advisors, Paul does not provide tax or legal advice. Paul and his wife, Natalie, live in the Printers Row neighborhood of Chicago. Paul mentors students at St. Rita high school through the Big Shoulders Fund organization. Paul studies music, and enjoys occasional ski trips to Utah and the West Coast, and trips to warm beach locales. Paul earned a B.A. in History from the University of Illinois, Urbana-Champaign, a J.D. from Chicago-Kent College of Law, and an LL.M. in Taxation from Northwestern University School of Law. He holds the CFP® Certified Financial Planner designation and has passed level 2 of the CFA program. This information is intended for use by residents of CA, FL, IL, IN, MA, MI, MO, MT, NJ, NV, OH, OK, PA, TX, VA, VT, WA and WI only. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Please contact me by e-mail at paul.sikes@wfadvisors.com or by phone 708.923.3212.