Paula Teixeira is the guardian of our clients’ access to the global insurance market. As Director of Insurance, she manages the Phylax Legacy Advisors underwriting advocacy process; a confidential, high-touch system designed to help secure the most competitive offers for affluent individuals and families.

With a 25-plus-year career that includes serving as a head of underwriting for a regional financial institution, Paula possesses a unique lens into the medical and financial requirements of major carriers. A FINRA Registered Representative (Series 6 and 63), Chartered Life Underwriter® designation holder, with life, health, and annuity licenses and a degree in Journalism from the University of Oregon, Paula brings a multidisciplinary perspective to every case. Paula’s mission is simple: to help ensure that the bespoke solutions designed by the team are supported by the most efficient and advantageous insurance contracts available.