Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
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
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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.
Wealth Management Lending Officer
Bank of America, N.A.
Associate Investment Advisory Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.