Paige Passerallo,
ChFC®, CRPC®, CPFA
Vice President, Wealth Management
Meet Paige – Your Partner in Financial Confidence
Paige is a cornerstone of the collaborative spirit at Introspect Wealth Advisors. She and her partner, Dustin, bring together complementary strengths that create a truly holistic approach to wealth management. “Dustin and I teamed up because we each bring something unique to the table,” Paige shares. “Together, we’re able to give our clients a well-rounded, thoughtful experience. I’ve always loved working alongside advisors, and since becoming one myself, I’ve never looked back. My clients often become friends, and it brings me real joy to know they have a strong, supportive team behind them.”
Paige’s journey in finance began in 1994 when she joined Merrill Lynch Trust Company (MLTC). She was part of the original team that helped grow MLTC of North Carolina into a nationally chartered trust company. Over the years, she’s worked with hundreds of advisors, clients, and attorneys to integrate fiduciary services into estate plans. That experience shaped her passion for helping clients build comprehensive life plans—ones that go beyond investments to include budgeting, estate and trust planning, insurance, long-term care, and more. Today, she leads the financial, estate, and insurance planning efforts for the team.
Her credentials reflect her dedication to excellence: Paige holds the Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®) designations. She graduated Cum Laude from Western Carolina University with a degree in business administration and law, and also completed studies at The American Institute for Paralegal Studies in Atlanta.
After 25 years at Merrill Lynch, Paige transitioned to Raymond James in 2019. While the firm changed, her client-first philosophy never wavered. “Financial well-being is a conversation that evolves as life does,” she says. “We’re here to walk alongside our clients through every chapter, making sure their investments align with their goals.”
Giving back has always been close to Paige’s heart. She’s served on the board of the Forsyth County Chapter of the American Cancer Society and helped plan Relay for Life events for nearly a decade. She’s also been involved with The Shepherd Center in Matthews and currently volunteers at Elevation Church.
Originally from Winston-Salem, Paige now lives in Charlotte with her husband, Mark. Their son, Jacob, also works in the financial industry and lives nearby. When she’s not working, Paige enjoys bowling, reading, catching live music, and playing retro video games—yes, really!
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
