Paula M. Catlin personal email
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Paula Catlin is a Business Development Manager at HighTower Buffalo. She brings more than 30 years of experience in the financial services and legal industries to the team. Paula works with clients and their families to support their estate planning needs. She helps clients crystalize their long-term goals and implement solutions that are designed to help position each client for success by focusing on their distinct circumstances. Prior to HighTower, Paula served as a Vice President and Relationship Manager for National Wealth Management, LLC at Wells Fargo Advisors. Previously, she worked as a Vice President and Trust Officer at U.S. Trust, Bank of America Private Wealth Management. Paula earned her Bachelor of Business Administration degree from Canisius College, where she was the President of The Evening Students Association. Paula holds the Certified Trust and Financial Advisor® (CTFA®) designation, as well as the Certified Divorce Financial Analyst® (CDFA®) designation. She is a past President of Estate Analysts of Western New York, and has served on the Board of Directors for the Financial Planning Counselors of Western New York. In addition to her community volunteerism, Paula and her husband, Bruce, are street rod enthusiasts, and travel the country to participate in national car shows with “Miss December, 2005,” their self-built 1947 Mercury Coupe Hot Rod. They are members of the Streetmasters Car Club in Olean, and reside in Java, New York.
Hightower Buffalo, At Hightower
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Business Development ManagerHightower Buffalo, At HightowerBuffalo, Ny, Us
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Board MemberTown Of Java Zoning Board Of Appeals Jan 2018 - PresentJava, New YorkThe Town of Java Zoning Board of appeals reviews and makes determinations for variances as submitted by the Town residents.
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Business Development ManagerHightower Buffalo, At Hightower Apr 2017 - PresentWilliamsville, NyHighTower Buffalo is a boutique wealth management practice that caters to the financial planning needs of successful families and individuals. With core values of honesty, transparency and integrity, we leverage the collective wisdom of our team’s professionals and the entire HighTower advisor community to create strategies tailored to clients’ interests and goals.
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Vice President & Relationship ManagerNational Wealth Management, Llc. Jun 2010 - PresentWilliamsville, New YorkPaula joined National Wealth Management, LLC after a 17 yr career with US Trust Bank America, as Vice President & Trust Officer. She assists clients in all aspects of wealth management and estate investment planning needs including developing and implementing sound investment plans & long term financial objectives utilizing strategies personalized for each family and situation. Paula has experience in trust administration & works with her clients professional advisors in estate planning strategies. She has more than 35 years experience in the financial and legal industries. A graduate of Canisius College with a Bachelors in Business, Ms. Catlin is Past President of Estate Analysts of WNY & has served on the Board of Directors for the Financial Planning Counselors of WNY. In addition to her community volunteerism, Paula and her husband Bruce are street rod enthusiasts and travel the country to participate in national car shows with “Miss December, 2005”, their self built 1947 Mercury Coupe Hot Rod. We are currently restoring a 1965 Thunderbird convertible and a 1931 Model A. Paula and Bruce are members of Streetmasters Car Club in Olean, & reside in Java, NYInvestment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. National Wealth Management, LLC is a separate entity from WFAFN. National Wealth Management, LLC and Wells Fargo Advisors Financial Network and its affiliates do not provide tax or legal advice. Trust Services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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Vice President And Trust OfficerUs Trust Bank Of America Sep 1992 - Jun 2010Buffalo/Niagara, New York AreaDeveloped sound financial plans and monitored clients' investment strategy in conjunction with portfolio manager.Trust administration including document review and ensured compliance with governing law.Estate planning analysis, recommendation and implementation.New business development and enhanced current relationships by promoting bank products and services including trusts, investment management and custody services.Cultivated relationships with attorneys, accountants and insurance professionals.Estate Administration.
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Relationship AdministratorFleet Bank 1992 - 1994
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Relationship AdministratorFleet Bank 1992 - 1994
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Relationship AdministratorFleet Bank 1992 - 1994
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Legal AssistantMorris Cantor & Barnes 1990 - 1992Buffalo/Niagara, New York Area
Paula M. Catlin Skills
Paula M. Catlin Education Details
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Cannon Financial InstituteTrust I, Ii And Iii -
Business Management -
Collaborative Matrimonial Law Training -
New York State Bankers AssociationTrust And Estate Administration And Tax
Frequently Asked Questions about Paula M. Catlin
What company does Paula M. Catlin work for?
Paula M. Catlin works for Hightower Buffalo, At Hightower
What is Paula M. Catlin's role at the current company?
Paula M. Catlin's current role is Business Development Manager.
What is Paula M. Catlin's email address?
Paula M. Catlin's email address is ma****@****aol.com
What schools did Paula M. Catlin attend?
Paula M. Catlin attended Cannon Financial Institute, Canisius College, Collaborative Matrimonial Law Training, New York State Bankers Association.
What are some of Paula M. Catlin's interests?
Paula M. Catlin has interest in Wine Making And Hot Rodding.
What skills is Paula M. Catlin known for?
Paula M. Catlin has skills like Estate Planning Strategies.
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