Paula Eagle
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Hilton Head Island, SC 29926
Credentials
Series 63, Series 65
Industry experience
19 years
Paula Eagle is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has 19 years of experience in financial services, providing personalized wealth management planning and goal-setting guidance. Paula helps clients understand how today's decisions impact their long-term financial success and strives to empower them to pursue their goals while managing their wealth. Her expertise includes college education planning, divorce transition planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income.
Before joining Merrill Lynch in 2018, Paula worked as a Bond Sales Trader in New York City, serving hedge funds in the US, Canada, and Europe. She holds a summa cum laude bachelor's degree in Economics and Finance from Bentley University (2006) and an accredited certificate from the University of California Berkeley Extension. Paula is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor.
Paula is active in the community, serving as a money tutor for Junior Achievement of South Carolina and participating in organizations such as Big Brothers Big Sisters of Southwestern CT, Father's Heart Tutoring Program in New York City, H.O.P.E. Life, Lymphedema, and Rehabilitation Center in Hilton Head Island, SC, Junior Achievement of Greater South Carolina, St. Andrew's By-The-Sea Soup Kitchen in Hilton Head, SC, and iMentor in New York City. She also served as the Social Media Chairperson for the Women's Association of Hilton Head Island from June 2019 to May 2020 and is a yoga instructor. Paula's personal interests include gardening, reading, singing, spending time with her family, swimming, and yoga.
Bank of America, N.A.
2019 - Present (7 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2018 - Present (8 years)
UNEMPLOYED
2018 - 2018 (1 year)
ABG Sundal Collier
2010 - 2017 (7 years)
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