As a Wealth Manager, Paula enjoys working with her clients to help ensure they have a customized and comprehensive financial plan. “Helping clients work on pursuing their financial goals is very rewarding. I want clients to know that I care about their financial well-being, and that I’ll spend the time to make sure they feel comfortable with their financial decisions.”
Paula brings more than 11 years of experience as a wealth manager. She’s worked as a financial professional after very satisfying careers in teaching and the legal industry. Paula received her undergraduate degree in Education and a Juris Doctor (Law) degree from UW-Madison. With qualifications including Series 7, 65 and 63 registrations, which she holds through LPL, as well as Life and Health licenses, Paula is able to offer access to a wide range of services.
Paula is active with the Madison South Rotary and Badger Prairie Needs Network while also being a lover of the arts. While Paula has an office at our Middleton location, Paula and her staff can meet with you at whichever of our nine locations is most convenient for you.
Contact Paula by phone at (608) 443-1983 or by e-mail at: email@example.com.
You are also invited to schedule an initial free, no obligation retirement or education planning session. Planning sessions are purely informative, with no obligation or pressure.
Contact Paula today to learn more about how she can help you plan your financial future.
Paula Possin may only discuss and/or transact securities business with residents of Illinois and Wisconsin.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Monona Bank and Monona Investment Services
are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Monona Investment Services, and may also be employees of Monona Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Monona Bank or Monona Investment Services. Securities and insurance offered through LPL or its affiliates are: