Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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.
Our experts examine the forces that are changing the world – and how they may impact your life
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
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 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 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.