Paula is a Wealth Advisor and Relationship Manger at Chevy Chase Trust.  She joined Chevy Chase Trust in 2015 with over 20 years of experience in wealth management and is responsible for advising clients in the areas of investment management, special needs, financial and estate planning, and trust administration.  Paula is an advocate for her clients and coordinates all of the services of both the in-house experts and the client’s outside advisors, including their lawyer, accountant and others.  Augmenting her experience in traditional wealth management, Paula earned her Chartered Special Needs Consultant designation and has developed a keen understand of the unique legal techniques and tools that apply specifically to Special Needs Planning. 

Paula 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. 

About Paula:  Paula lives in Washington, D.C. with her husband, Jim.  When she and her husband aren’t visiting their children in Denver and London, she likes to spend her time hiking, reading, and volunteering at The Special Olympics, specifically to help the Special Athletes in their events.

Firm Description

Chevy Chase Trust is an investment management firm and think tank specializing in global thematic investing and planning.  As investment advisors, we provide individuals, families and foundations with an alternative to institutionalized money management and pursue the greatest potential in each client’s unique financial situation.

Investment Management

Thematic investing involves capitalizing on powerful secular trends, disruptive ideas, innovations and economic forces that are constantly reshaping the world. Simply put, thematic Investing examines how the world is changing, determines which companies will be advantaged, and invests accordingly.

To build an investment strategy around your expectations, we have to understand your unique situation: your goals, risk profile, timeline and tax implications.  To do that, we’ll sit down and look at things from a number of angles.

Financial Planning

Your entire financial picture should inform and inspire your individual investment strategy.  We bring it into focus.

Estate Planning

We can help protect your family’s wealth now – and for generations to come.

Fiduciary Services

Chevy Chase Trust manages and administers trusts and estates – either as the trustee, executor or as agent for the designated fiduciary.

Family Wealth Services

For multi-generational families and individuals with complex financial and business situations, our investment and fiduciary team performs as a primary point of contact and facilitator, and collaborates with your advisors on all aspects of your financial picture.

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