Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Paula is a Financial Advisor whose dedicated and caring nature make her adept at helping clients who may not have the time or the inclination to immerse themselves in the day-to-day investment process or to understand or maximize on their relationship with money. Backed by the vast resources and investment insights of Merrill Lynch Wealth Management and the banking strength of Bank of America, her goal is to help her clients build, manage and preserve their wealth so that they can live the life they envision. Paula takes into account a variety of considerations including a client’s time horizon, risk threshold, tax situation, portfolio objectives, and income needs. With the client's goals clearly understood, Paula will create, implement, and oversee customized strategies designed to help her clients achieve their desired outcomes. She works diligently with individuals, families and business alike and demonstrates the professionalism and compassion required to understand their needs and desires.
Paula is a fan of all things New England. She has donated her hair twice to children and cancer patients and takes music lessons for the trumpet.
Paula earned a Bachelor’s Degree in English from Northeastern University in 1995, has a New Hampshire license in life, accident & health, and holds Series 7 and 66 FINRA registrations, as well as a Florida Real Estate License.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.