We believe every client is entitled to the highest level of personalized service and care. We believe our dedicated work ethic and caring nature are two of the many reasons several client relationships span two or three family generations. We have the capacity and desire to help new clients at this time. Please email to schedule a call or meeting. We look forward to helping you pursue your goals through personalized wealth management strategies.
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.
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 18 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 son Charlie is almost 2 years old and he loves to help his big brother, Edison (almost 5), complete puzzles, Lego towers and truck parades. Paula is a yoga instructor, pickleball lover & organic vegetable grower.
Paula looks forward to sharing her network, insights and experience with you.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
