Paula L Eagle

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → 12/2017
  Abg Sundal Collier
  New York, NY
• 05/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hilton Head Island, SC
• 01/2018 → 05/2018
  Unemployed
  Travel, SC
• 01/2019 → Present
  Bank Of America, N.A.
  Hilton Head Island, SC

Other Businesses

I*1243324For profit or not for profit: Entity For ProfitName of outside business organization: PKL PartyInvestment related: NAddress of business: hilton head island, South Carolina, 29928Nature of business: Limited Liability CompanyPosition, title, association: Owner Start date of relationship: 4/4/2023Number of hours devoted: 10 hrs MthlyNumber of hours devoted during trading hours: 0Duties: Apparel company for pickleball. Responsibilities as co-owner include marketing, designing, selling, accountingI*: 2101269Entity Type: Rental Property Name of OBA: Rental Property 1Address: Hardeeville, SC 29927Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 11/22/2024Number of Hours: 1 hr annuallyNumber of Hours during trading: 0Duties: sting a rental property with self and other family members I*3110272 Entity Type: Entity For Profit Name of OBA: Yoga Teaching Address: hhi, South Carolina Investment Related: No Position, Title, Association: Other Employee Start Date: 11/01/2025 Number of Hours: 3, Weekly Number of Hours during trading: 0, Weekly Duties: to teach yoga classes teach yoga classes

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-02
• S63 Uniform Securities Agent State Law Examination
  2006-07-28

Other Names

• Paula Witman
• Paula Lynn Witman
• Paula Lynn Eagle