Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Lisa Pauls is a Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. 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 Wealth Management 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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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 approach, 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, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.