Merrill Lynch Financial Advisor Lisa Pauls

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Lisa Pauls is a financial advisor based in Lake Jackson, Texas, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC®), Lisa provides comprehensive financial planning and investment management services. Her practice focuses on helping individuals and families navigate their financial journeys and achieve their financial objectives.

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