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Paula Mogan

Senior Vice President–Wealth Management; Financial Advisor at UBS Financial Services Inc.
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Paula has been a thoughtful listener, advice giver, and problem solver for a wide range of people from an early age. As the first born of 12 children with humble beginnings, she learned the value of setting a good example by always doing the right thing and working hard. Paula recognizes how important it is to have a trusted advisor who has the client's best interest in mind. She is a graduate of the University of Massachusetts with a concentration in English. She gained expertise in banking, debt management and finance in her early career as a community banker. Paula recognized as a young woman how rewarding it is to see client's financial dreams become reality, which lead her to become a Certified Financial Planner over 25 years ago.

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  • It's painful for the woman to lose the family home when she doesn't have the financial strength to maintain it. To help women take back control of their finances, a good advisor will help the client be realistic about the home and determine whether investment assets that provide income might be a better solution.

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