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Paula R

Series 65, Series 63

Woodbury, MN

Simplicity wealth

Paula Reynolds is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including BrightPath Financial, Regulus Advisors, and Questar Capital Corporation. Outside of her advisory role, she is an ordained minister who occasionally officiates wedding ceremonies for members of her local community and serves as a volunteer and council member for the Woodbury Days event in Woodbury, MN. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering financial planning, portfolio management, and a managed account platform. The firm employs a fund-of-funds approach with ETFs and mutual funds, utilizing model portfolios and independent managers while providing technology and operational support to other advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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