Wealth Advisor and Relationship Manager
Paula is a Wealth Advisor and Relationship Manager at Chevy Chase Trust. She joined Chevy Chase Trust in 2015 with 20 years of experience in wealth management. Paula is responsible for advising clients in the areas of investment management, financial and estate planning, and trust administration. She oversees the delivery of services to clients and coordinates with their legal, accounting, and other advisors.
Prior to joining Chevy Chase Trust, Paula was a senior advisor serving wealthy individuals at 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 an active member of the D.C. Metro Area Financial Planning Association. In addition, Paula serves on the Board of Directors of the Montgomery County Estate Planning Council and is a member of the Washington D.C. Estate Planning Council.