Paula Eagle
I support families through life’s most complex financial moments—inheritance, sudden wealth, concentrated stock positions, and business exits. I have a deep commitment to helping widows move forward with confidence during a time that can feel overwhelming and unfamiliar. Clients often refer their parents, children, and closest friends to me because they trust that I lead with empathy, put people first, and treat every financial decision as if it were my own family’s.
People first.
Lifelong relationships.
Call us at 843-422-0147 to learn how we can help you.
We beleive our clients choose us for proactive, personalized guidance tailored to their goals, values, and life transitions. As a CERTIFIED FINANCIAL PLANNER® CFP® professional, I bring a disciplined, client focused approach to helping individuals and families make informed financial decisions over the long term.
We take the time to understand what matters most—especially during moments of change such as retirement, inheritance, or other significant financial events—so our advice remains thoughtful, practical, and aligned with each client's priorities. For widows facing financial decisions during a time of loss, we provide patient, clear guidance and steady support, helping them move forward with confidence at their own pace.
We pride ourselves on being responsive, diligent, and forward‑looking—qualities that have earned the trust of our clients and the privilege of serving multiple generations within their families. Wee believe clients value our team because we listen carefully, explain complex decisions clearly, and remain a consistent presence through life's transitions.
Based in Hilton Head Island, we serve clients across the country, delivering personalized service and consistent guidance wherever life takes them. Whether you are actively building wealth, preparing for retirement, or navigating life's next chapter, our team is committed to helping you move forward with clarity, confidence, and financial well being.
Meet Our Team
Paula Eagle, CFP®, Senior Financial Advisor, Vice President: With 20 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 chasing her two little boys around.
Kali Hale, Wealth Management 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
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.
