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Pauletta Bonner

Financial Transitions Planning at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Sudden Money Institute</span>
Intro Book
Financial transitions planning expert with extensive experience in wealth management and retirement planning.
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Location
Tyler, Texas, United States, US
Skills
  • Financial Transitions Planning
  • Wealth Management
  • Retirement
  • Risk Management
  • Finance
  • Show all
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Bio

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Pauletta Bonner is a seasoned financial expert with extensive experience in financial transitions planning, wealth management, and retirement planning. She has worked with top firms, including Sudden Money Institute, Income Solutions Wealth Management, and Merrill Lynch, providing customized financial plans and strategic financial planning. Her expertise spans risk management, portfolio management, equities, and estate planning.

Credentials

  • Uniform Securities Agent Series 66
    Financial Industry Regulatory Authority
    Jan, 2002
    - May, 2026
  • General Lines Agent: Life, Accident, Health
    States of TX, AR, AZ, CO, LA, NC
    May, 1988
    - May, 2026
  • Uniform Securities Agent Series 63
    Financial Industry Regulatory Authority
    Oct, 1987
    - May, 2026
  • General Securities Representative Series 7
    Financial Industry Regulatory Authority
    Sep, 1987
    - May, 2026

Experience

  • Sudden Money Institute
    • East Texas Area
    • Financial Transitions Planning
      • Aug 2015 - Present
      • East Texas Area

      TRANSITION EXPERTISE MATTERS: One-of-a-kind program developed by Sudden Money Institute--the thought leaders in Financial Transitions Planning. Elite global network of top advisors using tools and processes informed by cutting-edge research from neuroscience, psychology, physiology and sociology...

  • Income Solutions Wealth Management (LPL Financial)
    • East Texas Area
    • Founding Partner & Sr. Vice President
      • Aug 2012 - Present
      • East Texas Area

      FINANCIAL TRANSITIONS PLANNING~Lifetime Income Strategies~Wealth Accumulation and Preservation~Risk Management~Retirement and Estate Planning~Customized Financial Plans~Lifestyle Enrichment~Women&#39;s EmpowermentAs the nation’s largest independent broker-dealer* and a leading independent consult...

  • Raymond James Financial, Inc.
    • East Texas Area
    • Vice President / Financial Advisor
      • Dec 2004 - Aug 2012
      • East Texas Area

      Wealth accumulation, portfolio management, retirement income planning, strategic financial planning

  • RBC Wealth Management
    • East Texas Area
    • Vice President / Financial Advisor
      • Feb 1995 - Dec 2004
      • East Texas Area

      Wealth accumulation, portfolio management, retirement income planning, strategic financial planning

  • Merrill Lynch
    • East Texas Area
    • Vice President / Financial Consultant
      • Jun 1987 - Feb 1995
      • East Texas Area

      Wealth accumulation, portfolio management, retirement income planning, strategic financial planning

Suggested Services

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Industry Focus. “Financial Services”

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