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Paula Lynn Eagle

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Paula Lynn Eagle | Hilton Head Island, SC

Profile

Paula Eagle works with her clients to understand their concerns and priorities, developing wealth management strategies to help achieve their goals in retirement, personal, and business planning. Prior to joining Merrill Lynch Wealth Management in 2018, Paula was a New York City based Convertible Bond Sales Trader covering institutional clients in the US, Canada and Europe. She has eleven years of experience in sell-side trading across multiple asset classes (stocks, currencies, convertible & high yield bonds) and geographies. She also has coached female-owned start-ups in customer retention and social media marketing giving her first-hand experience as an accountability partner during stressful periods. The consistent through-line of her philosophy is to help clients live the best lives possible with the resources they have. Paula strives to make simple what may seem complicated, to ask questions no one else asks, and to help solve complex financial challenges for her clients. With the investing insights of Merrill and access to the banking & lending convenience of Bank of America, Paula has a wide variety of strategies and services available to serve her clients. As proven by the educational events Paula hosts, she aims to empower her clients by increasing their financial competence and abilities to generate wealth.

Paula graduated summa cum laude from Bentley University with an Economics and Finance Degree in 2006. Paula is active in several community groups including the Women’s Association of Hilton Head (WAHHI), the Sea Pines Women’s Club Pickleball Group, the Sea Pines Heritage Farm and the Sea Pines CSA Short Term Rental Committee. She and her husband, Brandon, relocated from Manhattan to Hilton Head Island, SC in the fall of 2017 to live near family. They welcomed their first child, Edison, to the family in June 2019. Paula is also a yoga instructor and enjoys growing organic vegetables for her family to eat!

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




*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

  • EDUCATION

    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.

Matthew Eller

Matthew Eller

Insurance Associate Specialist

Merrill Lynch

Len Spears

Len Spears

AI Regional Specialist

Merrill Lynch

Chris J. Reilly

Chris J. Reilly

Retirement Plan Specialist

Merrill Lynch

Past Events

"Money Mondays" Virtual Seminars

April 20th, 2020|7:55 PM - 8:25 PM EST

Join this Virtual Seminar "Guide to International Investing" via WebEx.   

Meeting number:           617 569 791     

Meeting password:        Health2020!      

    Behavioral Finance: Making Your Money Work for You

    April 27th, 2020|8:00 PM - 8:25 PM EST

    Invitation to “Money Mondays” with Paula Eagle, every Monday 8-8:25pm through the end of May

    You’re invited to a WebEx presentation on Behavioral Finance. We will explore topics like “What do you want to accomplish with your money? Why are you investing?” and “Does your investment approach match your objectives and goals?” I hope you can join! Stay safe and healthy, Paula

    When: April 27 @ 8-8:25pm
    Where: Virtually via Webex and/or conference call
    More details: call me at 843-422-0147 or paula.eagle@ml.com

      Merrill Investing Capabilities & Budgeting

      May 4th, 2020|8:00 PM - 8:45 PM EST

      You’re invited to a WebEx presentation on Merrill’s Investing Capabilities and Personal Budgeting. We will explore topics like “What can a Financial Advisor do for me?” and “Are my spending habits aligned with my budget?”

      When: May 4 @ 8-8:25pm


      Please contact me if you are interested in attending. 

      I hope you can join! Stay safe and healthy, Paula

        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 Me?

        I support people on the cusp of change – new marriages, new babies, career changes, retirement, divorce, disability and death of a loved one. Each of these pivotal life points can impact a client’s wealth management plan and I help you navigate the complex options to determine the best path forward. Calling on my experience as an Institutional 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.

        Philosophy

        I believe the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop strategies designed to help address your financial needs.

        Approach

        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.

        Capabilities

        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.

        Focus On Individuals and Families

        I can offer advice and guidance designed to assist you in making 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’ll 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

         

        Your approach to investing

        Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

        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.

        Your Financial Approach

        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.

        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • Insurance3
        HEALTH
        Planning for healthcare expenses now and in the future
        • Long-term Care Insurance3
        • Health Savings Account2
        • Disability Insurance3
        HOME
        Upsizing, downsizing, remodeling or buying a vacation home
        • Home Loans2
        • Home Equity Lines of Credit2
        • Securities-Based Lending2
        • Credit Cards2
        WORK
        Working in retirement, selling or starting a business
        • Bank of America Business Banking2
        • Exchange Funds1
        • Concentrated Stock Management1
        • Succession Planning1
        LEISURE
        Spending your free time in meaningful ways
        • Credit Cards2
        • Securities-Based Lending2
        • Structured Lending2
        GIVING
        Volunteering, mentoring others and giving to charities
        • Donor-Advised Funds4
        • Private Foundations4
        • Charitable Trusts4
        FINANCE
        Using your finances to bring it all together
        • Merrill Investment Accounts1
        • Investment Advisory Accounts1
        • Alternative Investments1
        • Exchange-Traded Funds1
        • Mutual Funds1
        • Closed-end Funds1
        • Fixed Income Products1
        • Options1
        • Annuities3
        • Impact Portfolios1
        • Market-Linked Investments1
        • Securities-Based Lending2
        • Margin1
        • Home Loans2
        • Bank of America Checking and Savings Accounts2
        • Credit Cards2
        • Online Account Access1,2

        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.

        Staying on Track

        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.


        Periodic 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.


          Monitoring 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.

          Wealth Management Your Way

          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, 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.

            Why Merrill?

            As Merrill Lynch Wealth Management Advisors, we will help you sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


            Merrill_Capabilities_Brochure.png  

            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.

            Personalized advice from a dedicated financial advisor.

            Getting to know you is our primary goal.

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

            Drawing from our experience and the best thinking of Merrill, we will help you build a strategy that reflects your unique needs, priorities and financial situation.

            Adjusting your strategy as your life and the markets change.

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