Full Name
Paulina Matel
Job Title
Financial Advisor
Company
Morgan Stanley
Speaker Bio
Paulina has worked in the financial services industry since 2012 and is one of four financial advisors with the Stanek Group at Morgan Stanley. As a Certified Financial Planner, Paulina focuses on working with privately held businesses, business owners and their families to take them through all phases of wealth management, including wealth accumulation, wealth preservation, wealth transfer, and charitable giving.

Paulina’s work with business owners often focuses on a graceful business exit and owner(s) transition to retirement. Many of the owners have businesses that Paulina works with, which include; dealers, dealerships in the Powersports, Equipment, Material Handling, and Recreational Vehicle industries.

Paulina has earned her Bachelor of Science in Business Administration with a Concentration in Finance and Bachelor of Arts in International Business from Dominican University. An avid hiker and globe-trotter she and her husband, Peter, enjoy world travels and outdoor adventures.
Paulina Matel