About Paula

With over three decades of experience as a financial professional, Paula has built a strong reputation for delivering comprehensive wealth management to women and their families experiencing transition and beyond, whether it is retirement, death, divorce, job change, empty nest, inheritance, or other life event.  She joined UBS over 35 years ago and has been a Certified Financial Planner since 1996.  Paula believes that real wealth management is providing thoughtful, comprehensive solutions that deliver real value to her clients.  Paula is a Wealth Advisor as well as Portfolio Manager, both designations awarded by UBS, that allow her to bring her wealth of experience to each client situation.  Having been through numerous market corrections and volatility, she has seen most market environments.  It is Paula's thorough approach to building long term relationships and her genuine care that distinguish her among her peers.

Paula has been named as Forbes' Top 200 Women Wealth Advisors for 2017 &18 as well as Forbes Best In State Wealth Advisors Kentucky for 2018.  She has been invited to attend the Barron's Top Women Advisor Summitt since 2007.  In her community she currently serves as Vice Chair and Endowment Committee Chair of the Luther F. Carson Performing Arts Center.  She was appointed by the Governor of Kentucky to the Kentucky Commission on Womenin 2017. Outside of work, Paula is an avid outdoor enthusiast with a love for gardening.  As a former Certified Master Gardner, she has belonged to three garden clubs and is currently committed to the Paducah Garden Club, part of the Federated Garden Clubs of America.

• Forbes Best In State Wealth Advisor 2018
• Forbes Top Women Advisors 2017 and 2018
• Presidents Club Level Award, UBS Financial Services Inc.
• CERTIFIED FINANCIAL PLANNER™ (CFP®), College of Financial Planning, 1998

• B.S., University of Kentucky, 1979

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Series 3, National Commodity Futures

• Appointed by the Governor of Kentucky to the Kentucky Commission on Women
• Board Member and Endowment Fund Chair, Planned Giving Committee member, Luther F. Carson Four Rivers Center for the Performing Arts
• Past Board Member, Treasurer, and past Secretary, City of Paducah Civic Beautification Board
• Leadership of Paducah Alumnus
• Past Member and Treasurer, Purchase Area Master Gardners, Certified Master Gardner

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