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Merrill Lynch
Wealth Management
Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile
Paula Gonzales leads a Merrill wealth management team that focuses on helping individuals, families, and businesses approach their wealth more thoughtfully and strategically. With more than 25 years of experience, Paula is skilled in really listening to clients, engaging with their priorities, and helping them create a path to pursue their goals more effectively.
Clients from multiple states and various backgrounds engage Paula’s assistance. Many are weighing the timing of their retirement or have already attained that milestone. Others are actively building their wealth and want to know if they are on track for a smooth and secure future. And still others are the children, relatives, or friends of current clients, who appreciate the care that Paula invests in each relationship.
Paula recognizes that wealth management is about more than investments. She spends significant time with clients, learning their stories, hearing their concerns, and demonstrating a genuine interest in their lives. She also takes the time to tackle relevant issues in their finances: creating a budget, consolidating assets, explaining options for trust and estate planning services, providing access to banking and lending opportunities from Bank of America, and designing a balanced portfolio. To each relationship, Paula brings her characteristic energy, empathy, and insight. Discreet and trustworthy, she is often welcomed as a member of a family’s inner circle, serving as a reliable friend during life’s key crossroads. Paula looks to a simple rule—treat others the way you would like to be treated—as the inspiration for her work ethic and responsiveness.
Paula has worked at the firm since 1994. Over the course of her career, she has served as a Premier Banker as well as a Financial Advisor, providing her with valuable insights into the lending process. She earned her B.S.B.A. from the University of Arizona, where she majored in Finance and Real Estate. Committed to professional excellence, she holds the Certified Private Wealth Advisor® designation and the Chartered Retirement Planning Counselor designation.
Within the firm, Paula serves on the Leadership Team for the Merrill Women’s Exchange and is the dedicated Tucson liaison. She also serves as the Mentor Chair for the group. In this role, she helps to foster mentor/mentee relationships and serves as a mentor to promising new advisors.
Outside the office, Paula loves to dote on her chihuahua, Izzy, and spend time with her family. A live music enthusiast, she likes to attend concerts with friends, sometimes in far-flung destinations. She also enjoys spoiling her nieces and nephews, whether taking them on trips, attending sporting events, or supporting their interests. Comfortable traveling internationally and domestically, Paula loves to trade ideas about great destinations. Her hobbies also include reading and photography.
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EDUCATION
University of Arizona
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Professional Staff
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
John Karsnitz
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Jason Troilo
Regional Lending Specialist
Bank of America, N.A.
NMLS #1357339
Dalila Romero
Wealth Management Banking Specialist
Merrill
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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