Wealth Advisor and Relationship Manager
Paula is a Wealth Advisor and Relationship Manager 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 keen understanding 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.
Read an interview with Paula Landau »