Paula joined Boston Harbor Wealth Advisors, as a Financial Advisor, in 2020. She brings more than 20 years of respected industry experience to our team where she has held various positions ranging from a Long Term Care Specialist to leadership positions with Wells Fargo from 1999-2014 and Raymond James from 2014-2020 before transitioning to our team. She is a graduate of St. Anselm College and has also completed advanced studies at UMass Amherst and Western New England University.

A trusted advisor is essential for guidance and continued support in an industry that some view as complicated and overwhelming. Paula’s approach to the financial planning process avoids an intimidating experience. Instead, she guides clients to a precise, understandable, honest, and individualized experience. Paula enjoys problem-solving and aims to provide clarity and understanding of how investments allow clients to achieve what matters most to them.

Paula is driven by the success of her clients. She is motivated working through the financial planning and goal setting processes because of the lasting effects they have on her client’s futures. She takes her responsibilities seriously and makes it a priority to protect and grow the wealth of her clients through the creation of customized strategies.