Paula is the office manager as well as a client service associate. She is responsible for facilitating, organizing and administering the account needs of our clients. This includes account origination, transfers and creating detailed capabilities within each account, wherever necessary. She has more than 30 years in investment account management and administration.
Paula has a BS in business management from the University of West Virginia and holds the FINRA Series 7 and 63 registrations through Raymond James Financial Services.
Paula has lived in Florida since 1986. She is married to Erik, and together they have two sons, Peyton and Preston. Peyton lives in Nashville, Tennessee, and is involved in the music business with RiverHouse Artists. Preston is a senior at Belmont University in Nashville, studying music business and is a catcher on the Belmont University baseball team.
In her free time, Paula loves the Hallmark Channel, her animals and as much family time as possible.