Paula is a Wealth Advisor at Chevy Chase Trust. She joined Chevy Chase Trust in 2015 with over 20 years of experience in wealth management. Paula is responsible for advising clients in the areas of investment management, special needs, financial and estate planning, and trust administration. She is ...more

Paula is a Wealth Advisor at Chevy Chase Trust. She joined Chevy Chase Trust in 2015 with over 20 years of experience in wealth management. Paula is responsible for advising clients in the areas of investment management, special needs, financial and estate planning, and trust administration. She is an advocate for her clients and coordinates their services with a team of experts including their lawyer, accountant and other advisors. Prior to joining Chevy Chase Trust, Paula was a senior advisor serving wealthy individuals at other advisory firms based in Maryland. She earned her B.S. at the University of Maryland University College. She is a Certified Financial Planner, a Certified Trust and Financial Advisor and a Chartered Special Needs Consultant . Paula is an active member of the D.C. Metro Area Financial Planning Association and The Academy of Special Needs Planners. In addition, Paula serves on the Board of Directors of the Montgomery County Maryland Estate Planning Council and is a member of the Washington D.C. Estate Planning Council. In April of 2022 Paula earned her Chartered Special Needs Consultant designation. This focus enables her to marry her passions for helping families with special needs individuals along with traditional wealth management. There are unique legal techniques and tools that apply specifically to Special Needs Planning and through the American College of Financial Services and The Academy of Special Needs Planers, along with the other organizations Paula belongs to, she will keep abreast of any changes and developments in the field.less