Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Paige joined Merrill Lynch Wealth Management in 1992, starting her career in Tampa, Florida. She is a second-generation Merrill Lynch advisor, moving home to Billings, MT in 1996 to work with her Father and advisor, Dick Spalding. After spending 3 years together, she continues at Merrill as a Wealth Management Advisor, with many multigenerational families around the country, particularly in her home state. She holds her Chartered Retirement Planning Counselor designation awarded by the College for Financial Planning. She holds her Series 7, 63, 65 FINRA registrations, and Insurance License.
She enjoys working with clients, whom are mutually a good fit, to be their friend and advocate. Together they put in place a simplified approach to the financial puzzle of their lives, each being unique in their own way. With mutual trust at the forefront of the relationship she has with her clients, she enjoys helping families plan for retirement, educating children, multigenerational wealth planning strategies, and providing excellent care of her clients in everything she does. She considers her life at Merrill a privilege and honor, to be a trusted partner in the decisions her clients are making in many of their most important lifetime endeavors.
Active in the Billings community, Paige serves on the Big Sky State Games Board, Missions United Board, Cottonwood Park Supporting Organization, and the LOUVIN Foundation. She is an active member in the First Presbyterian Church and serves as a Deacon. She enjoys traveling, spending time with her husband, family, friends, and her Havanese puppy. She is a graduate from the University of Montana and enjoys participating in the future of higher education in her professional life, by serving on the University of Montana Alumnae Association, and successfully co-chairing the Montanans for Higher Education campaign in 2018. She has served on various non-profit boards; the Alberta Bair Theater, St. John’s United, Western Heritage Center, the Junior League of Billings, Yellowstone River Parks Assn., and the Montana Audubon Education Center in Billings.
She has a strong desire to give back to her community and humanity as a whole, which is noted by the way in which she spends her free time.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Montana
Our experts examine the forces that are changing the world – and how they may impact your life
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.
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.
Associate Investment Advisory Specialist
Structured Credit Executive
Bank of America, N.A.
International Wealth Management Specialist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.