Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
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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.
Insurance Associate Specialist
AI Regional Specialist
Retirement Plan Specialist
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!
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 email@example.com
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
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 strategy, 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, 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.
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.
We put you first, every day.
Getting to know you is our primary goal.
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.
We will work to help you stay on track, regardless of what the markets are doing.