Paul A. Rossie

Director of Sales & Strategic Alliances

About me

I am the Director Sales and Strategic Alliances at Martin, Martin, Randall & Associates, Inc. with over 40 years of experience in Qualified Retirement Planning.

I consult on Retirement Plan Designs while specializing in Cash Balance and Defined Contribution Illustrations.

Paul is the National Director of Sales & Strategic Alliances and is a Retirement Plan Consultant for Martin, Martin, Randall & Associates, Inc. and manages the Orlando office. Paul moved to the Orlando area in 2005 from Jackson, MS and has over 40 years of experience working in every aspect of the Retirement Plan field including Third Party Consultant, Retirement Plan Wholesaler, Investment Advisor, Trust Officer and Compliance Officer. 

Paul works closely with financial advisors assisting them in the sales process and is available to consult with advisors’ clients on a multitude of areas concerning plan design, administration, plan mergers and cost cutting ideas. He utilizes his extensive background of experiences to provide the clients with the most appropriate plan design that meets the clients’ needs. Paul is dedicated to building relationships not only with financial advisors but also with Key Provider Platforms, Mutual Fund Partners, CPAs and Attorneys. 

What I do

Plan design

Marketing

Consulting

Illustrations

Speaking

Training

My Experience

1979-1982

Belhaven University

Bachelor of Science in accounting

Paul successfully completed his college education before pursuing a career in finance. While working in the Financial Industry, Paul's knowledge of Retirement Planning grew and ultimately led to his passion for Sales at Martin, Martin, Randall & Associates, Inc.

1996 - 2023

Multiple Sources

Professional designations

Paul currently holds the Certified Retirement Service Professional (CRSP) designation through the Institute of Certified Bankers, the Cash Balance Consultant Certification (CBC) designation and the Plan Sponsor Retirement Professional (PRP) designation and has completed the ERISA Fee Disclosure Expert program through Dalbar.

Fun Facts to Know and Tell

Paul has been married to his wife M’Lou for 44 years. Fortunately, their two daughters live locally and have blessed them with 6 beautiful grandchildren to spoil. Paul enjoys playing golf, watching college sports and is an active member of Florida Citrus Sports as a Volunteer Scout for the 2 bowls held in Orlando.


Favorite Quotes: “The blueprint of your achievements are your dreams and aspirations.” – Disney


Favorite Quotes: “Up early to see the sun rise, praise God, work hard, have fun and enjoy loved ones … reboot” – PAR


Favorite Movie Series: Band of Brothers

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