Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Lisa Pauls is a Vice President and Wealth Management Advisor with Merrill Lynch. Lisa provides tailored financial strategies for clients who have diverse wealth management needs. She enjoys helping clients chart a clear and cohesive path forward for their financial lives, mindful of their long-term goals, cash-flow needs, family commitments, and philanthropic interests. Dedicated to client education, she looks to provide people with the insight and perspective they need to make informed financial decisions. Lisa pairs her outreach with precise implementation. Analytical by nature, she recognizes that careful attention to detail is critical to effective wealth management.
Lisa began her Merrill Lynch career in 2008. Previously, she spent eighteen years working as an executive for non-profit organizations. She earned her B.S. in Special Education from Indiana State University. Her longstanding interest in education aligns with her passion for fostering financial literacy across age groups and life stages. Lisa is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation.
Lisa’s faith, family, and friends form the foundation for her life. Active in her church, she participates in Bible Study Fellowship, a worldwide interdenominational Bible study group. Lisa is also an active member of the Brazosport Rotary Club and the Lake Jackson Development Corporation. In her free time, she enjoys music, singing, reading, and travel.
Lisa and her husband Jeff live in Lake Jackson, Texas. Married since college, they have two adult children, Kristen and Justin, both of whom are married with children. Lisa relishes her time with her growing family.
Indiana State University
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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.
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