Personalized Service and Care
At Merrill, we believe every client deserves exceptional, personalized service and care. Our dedicated work ethic and caring nature have earned us the trust of multiple family generations. We're now accepting new clients and invite you to explore how we can help you achieve your financial goals.
Schedule a Call or Meeting
To learn more about our personalized wealth management strategies, please email us to schedule a call or meeting. We look forward to discussing how we can help you pursue your goals and secure your financial future.
Our clients trust us to provide proactive, personalized advice tailored to their unique goals and aspirations. We pride ourselves on being responsive, diligent, and proactive, which has earned us the loyalty of our clients and the privilege of serving multiple generations of families. With a presence in Hilton Head Island, we serve clients across the country, from California to New York, and everywhere in between. Our team is dedicated to helping individuals and families navigate life's financial challenges, whether you're still working, approaching retirement, or enjoying your golden years.
Meet Our Team
Paula Eagle, Senior Financial Advisor Vice President: With 19 years of financial experience, including 11 years in sell-side trading across asset classes, Paula brings a wealth of knowledge to our clients. Prior to joining Merrill in 2018, she worked as a Bond Sales Trader in NYC, covering hedge funds in the US, Canada, and Europe. Paula graduated summa cum laude from Bentley University with an Economics Finance Degree in 2006.
When she's not helping clients achieve their financial goals, Paula enjoys teaching yoga, playing pickleball, and growing organic vegetables with her family.
Kali Hale, Registered Senior Wealth Management Client Associate: Kali has been with Merrill Lynch Wealth Management since 2007 and holds the Chartered Retirement Planning Counselor (CRPC) designation. Her expertise and dedication to our clients have been invaluable to our team.
We look forward to sharing our network, insights, and experience with you and helping you achieve your financial aspirations.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
