Paula M. Catlin

Paula M. Catlin Email and Phone Number

Business Development Manager @ Buffalo, NY, US
Buffalo, NY, US
Paula M. Catlin's Location
Buffalo, New York, United States, United States
Paula M. Catlin's Contact Details

Paula M. Catlin personal email

About Paula M. Catlin

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.

Paula M. Catlin's Current Company Details
HighTower Buffalo, at HighTower

Hightower Buffalo, At Hightower

Business Development Manager
Buffalo, NY, US
Paula M. Catlin Work Experience Details
  • Hightower Buffalo, At Hightower
    Business Development Manager
    Hightower Buffalo, At Hightower
    Buffalo, Ny, Us
  • Town Of Java Zoning Board Of Appeals
    Board Member
    Town Of Java Zoning Board Of Appeals Jan 2018 - Present
    Java, New York
    The Town of Java Zoning Board of appeals reviews and makes determinations for variances as submitted by the Town residents.
  • Hightower Buffalo, At Hightower
    Business Development Manager
    Hightower Buffalo, At Hightower Apr 2017 - Present
    Williamsville, Ny
    HighTower 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.
  • National Wealth Management, Llc.
    Vice President & Relationship Manager
    National Wealth Management, Llc. Jun 2010 - Present
    Williamsville, New York
    Paula 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.
  • Us Trust Bank Of America
    Vice President And Trust Officer
    Us Trust Bank Of America Sep 1992 - Jun 2010
    Buffalo/Niagara, New York Area
    Developed 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.
  • Fleet Bank
    Relationship Administrator
    Fleet Bank 1992 - 1994
  • Fleet Bank
    Relationship Administrator
    Fleet Bank 1992 - 1994
  • Fleet Bank
    Relationship Administrator
    Fleet Bank 1992 - 1994
  • Morris Cantor & Barnes
    Legal Assistant
    Morris Cantor & Barnes 1990 - 1992
    Buffalo/Niagara, New York Area

Paula M. Catlin Skills

Estate Planning Strategies

Paula M. Catlin Education Details

  • Cannon Financial Institute
    Cannon Financial Institute
    Trust I, Ii And Iii
  • Canisius College
    Business Management
  • Collaborative Matrimonial Law Training
    Collaborative Matrimonial Law Training
  • New York State Bankers Association
    New York State Bankers Association
    Trust 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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