Now’s the time to have the bull at your back, with Merrill.

Now’s the time to have the bull at your back, with Merrill.

Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.

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Our clients look to us to provide proactive advice personalized to their goals.

Families who work with us recommend us to their loved ones because we are responsive, diligent and proactive.

Like a great doctor, we have a high standard of care and provide access to:

-          Investing insights from Merrill,

-          Banking & lending convenience of Bank of America, and

-          Expert firm specialists in Insurance, Trust & Estate Planning, Specialty Lending, and Retirement Plan Services.

Although based in HHI, we work with clients from the Palmetto State to the Golden State, from Main St. to Wall St., from our desk to wherever your life takes you. Whether you are still working, approaching retirement, or already retired – our team is qualified to help.

Prior to joining Merrill in 2018, Paula was a Bond Sales Trader in NYC covering hedge funds in the US, Canada & Europe. She has 15 years of financial experience, 11 in sell-side trading across asset classes (stocks, bonds, etc). In 2006, Paula graduated summa cum laude from Bentley University with an Economics & Finance Degree.

Paula & her husband Brandon relocated from Manhattan to Hilton Head Island, SC in 2017 to live near family. Their toddler, Edison, is interested in trucks and building blocks. Paula is also a yoga instructor & organic vegetable grower.

Paula looks forward to sharing her network, insights and experience with you.




    Bentley University

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.

Kristen Rodgers

Wealth Management Banking Specialist


Mary Johnson

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #664330

Len Spears

Alternative Investments Regional Specialist

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Why Choose Paula?

I use my 15 years of financial service experience to honor what my clients have worked for their entire lives & help them pursue their goals. I support people on the cusp of change – career changes, retirement, new marriages, new babies, divorce, disability and death of a loved one. Each of these pivotal life points can impact your Wealth Management Plan and I help you navigate the complex options to determine the best path forward. Calling on my experience as an Bond Trader and Business Coach, Financial Advising marries my in depth experience in accountability coaching and investment knowledge to help families set financial goals, create a path to success and achieve better outcomes.

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Clients For Life

Our philosophy is “Clients for Life.” We develop lifelong relationships with our clients. We listen. We care. We are proactive & responsive.

Life Insurance & Long Term Care

We have a high standard of care. It includes reviewing existing insurance policies annually to determine if they still align with your intended outcome. If you’re uninsured or not sure what coverage is best for your family, please schedule time to speak with us.

Should I Refinance My Mortgage or Borrow Against My Real Estate?

We have a high standard of care that includes an annual review of outstanding loans to determine if you can save money by refinancing. We recently refinanced a mortgage to save clients over $10,000 a year. If you haven’t reviewed your mortgage in the last 6 months, you could be missing out on potential savings. Questions? Please schedule time to speak with us.

*National Mortgage Licensing System (NMLS): 1829745

*Banking and lending services provided by Bank of America, N.A.


I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.


My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

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.


    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

      I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.

      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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      Transcript of Video 

      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.