Paulette Greenwell, MBA, CFA®

Focus

As Vice President and Chief Compliance Officer at Roffman Miller, Paulette Greenwell oversees the firm’s operations to align with regulatory standards while helping guide clients toward financial security. With extensive experience, she helps clients approach financial decisions with confidence and understanding.

Education, Awards & Credentials

  • Education:
    • Bachelor of Arts in Sociology, Temple University
    • Master of Business Administration (MBA), Drexel University
  • Credentials:
    • Chartered Financial Analyst® (CFA®), earned in 2003

Outside the Office

Born in New Orleans, Paulette enjoys travel, exploring cuisine, and attending Eagles games with her husband and two daughters. She is also an avid reader who values lifelong learning.

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Paulette Greenwell, MBA, CFP®, Vice-President – Chief Compliance Officer at Roffman Miller Wealth Management in Philadelphia
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  • team_title: Vice President - Chief Compliance Officer
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  • team_phone: 215-981-1030
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  • team_email: paulette@roffmanmiller.com
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