Paula Tavares, AAMS®, CRPS®
Senior Investment Professional
Paula Tavares is the Senior Investment Professional working alongside Financial Advisor, Nick Petronelli. As part of Nick's team, she assists in developing and implementing retirement and estate plans for private clients and small business owners. Her mission is to help understand the goals of clients, protect their assets and find solutions that fit their needs.
Designated as an Accredited Asset Management Specialist and Chartered Retirement Plans Specialist, Paula has more than ten years of experience in the financial securities industry. She holds securities registrations 7, 63 and 65, and is a Massachusetts Licensed Insurance Producer.
Paula is a graduate of UMASS Dartmouth with a degree in Accounting and earned her Master's in Business Administration from Bryant University. She began her professional career providing administrative and operational support for teams of financial advisors at several nationwide brokerage firms and also has experience in commercial lines insurance.
Married and the mother of two young children, Paula has a deep appreciation for how important it is to plan and provide for the future.
Phone
508-995-4080 extension 107