portrait of Paula R Hunt

About Paula

You have spent nearly your entire working career envisioning long-term financial goals. With so many savings and investment options available, making sound decisions can be an overwhelming experience. I can guide you through the confusion and uncertainties by working together to build personal strategies to help reach your goals. Once the strategies are in place, I will be your partner for life, helping you enjoy the process and helping keep you on track.

I am honored to serve a diverse group of clients with a variety of goals. I help multigenerational families grow and manage wealth. Many of my clients are...

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies

Work History

  • Edward JonesJune 2015 to Current

Personal Interests

  • Baking
  • Crafts
  • Floral Design
  • Traveling
  • Wine Collecting/Enthusiast

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

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