Your life's goals

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Paula has been a thoughtful listener, advice giver, and problem solver for a wide range of people from an early age. As the first born of 12 children with humble beginnings, she learned the value of setting a good example by always doing the right thing and working hard. Paula recognizes how important it is to have a trusted advisor who has the client's best interest in mind. She is a graduate of the University of Massachusetts with a concentration in English. She gained expertise in banking, debt management and finance in her early career as a community banker. Paula recognized as a young woman how rewarding it is to see client's financial dreams become reality, which lead her to become a Certified Financial Planner over 25 years ago.  She earned the UBS designation of Wealth Advisor, which means she is eminently qualified to provide highly personalized wealth management services to her clients. She is also an Accredited Domestic Partner Advisor and proud to be a UBS Pride Ally.

Paula works alongside her sons, Dave, a Chartered Retirement Planning Counselor and Tim, a Certified Financial Planner. As a family team, they are committed to providing a high level of service and attention to families and individuals, to enable them to pursue and achieve their goals. She refers to herself as an "advocate" for each of her clients – guiding them through the financial complexities that accompany both major and minor transitions in life. She resides in West Harwich, MA with her husband David. Together they have two sons as well as two grandchildren. She is a passionate  mentor of  women, a contributor to various financial media outlets, and  enjoys travel. She and her husband love to host family, friends, and clients at their home.

• Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• University of Massachusetts

• CERTIFIED FINANCIAL PLANNER®
• Accredited Domestic Partnership Advisor℠
• Mortgage Loan Originator

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Dave started his career in the financial services industry in 2002 and has worked in institutional sales and sales management for some of the largest asset management companies in the industry.  For the last 10 years Dave has used his skills and experience to coach and manage teams of investment professionals to provide support and consultation for financial advisors at various investment firms. Through years of coaching, guiding and teaching other investment professionals he has solidified his passion for helping others.  Dave loves the challenge of working collaboratively to help other people achieve goals.

Prior to his time in leadership  Dave worked in financial sales and consulting roles. As an investment consultant for 7+ years Dave spent his time consulting financial advisors about their practices and worked to find solutions to their needs.  Dave understands the importance of follow through, listening and that delivering a great client experience are of the utmost importance.  

These 18 plus years of experience consulting, educating, coaching and mentoring have given Dave a sound knowledge and skill set skill in portfolio construction,  asset allocation, retirement planning and needs based investing. 

Dave is a graduate of Trinity College with a degree in sociology.  Dave was captain of the varsity football team while at Trinity. Through sports Dave learned the importance of working collaboratively with others to achieve shared goals.  While at Trinity Dave gave back to the local community in Hartford by working at an organization that mentored and tutored inner city students after school.

Dave lives in North Attleboro, Ma with his wife (Sara),  Son (Emmett 6), and Daughter (Gloria 4).  Dave’s interests include spending time with friends and family, restoring his antique home, & cooking.

Dave hold the series 7, 63, 24, 51 and 6 and is Chartered Retirement Planning Counselor CRPC and a Certified Financial Planner.

• Trinity College, Bachelors : 1998 - 2002

• CERTIFIED FINANCIAL PLANNER®
• Chartered Retirement Planning Counselor

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Tim found his passion when he started his finance career over 7 years ago. After years of experience in investments, he went on to join UBS and take on the challenge of helping families reach their financial goals. He has worked under some of the best advisors in the Boston market area - creating comprehensive financial plans where he gained decades of practice within a few years. Tim currently works alongside his mother, Paula Mogan, who has been in the finance industry for over 30 years. Together, they assess each client's situation – no matter how simple or complex – to guide them towards the milestones that are important. They believe financial success doesn't happen by accident, but it almost always happens on purpose. Tim earned his B.A from Union college where he was a student-athlete. He is a Certified Financial Planner, holds his Series 7, 66, 63, and 6 as well as his insurance license. Tim enjoys spending his time with his wife, Emily, as well as his Yorkies, Cabo and Cali. They enjoy going on hikes together as well as spending time on the beach.

• Union College, B.A.

• CERTIFIED FINANCIAL PLANNER®
• Mortgage Loan Originator

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Larry is the Portfolio Manager of the Equity Income portfolio at UBS Financial Services Inc.  Larry also oversees the Global Growth and Income Portfolios which are diversified equity and fixed income portfolios managed by the full team.  Prior to joining UBS, Larry was a Portfolio Manager at Athena Capital Advisors, a multi-family office serving clients with at least $100 million in investment assets.  He earned an M.B.A. from the Yale School of Management and graduated summa cum laude from Boston University with a B.S. in electrical engineering.

• Barron’s Top 100 Private Wealth Management Teams, 2022, 2023The Barron's rating is awarded annually in April based on information from the prior year Q4.
• Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in November based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• On Wall Street – Top 40 Advisors Under 40, 2016The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.

• Yale School of Management, M.B.A.
• Boston University, B.S. in Electrical Engineering - summa cum laude

• Senior Portfolio Manager
• Chartered Financial Analyst®

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Sally serves as a Research Analyst for the team and specializes in international equities, fixed income, and nontraditional  investments. Sally has 19 years experience as a portfolio manager and is responsible for strategic asset allocation, trading, research and analysis. Prior to joining UBS in 2007, Sally was a Vice President and Senior Portfolio Manager at Smith Barney.  Sally holds the  CPM (Certified Portfolio Manager) designation from Columbia University and the Academy of Certified Portfolio Managers, and she received a B.A. from the University of Illinois at Springfield, IL.

• University of Illinois at Springfield, IL, B.A.

• Certified Portfolio Manager®

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Dan is the Portfolio Manager of the Small & Medium Company Stock portfolio at UBS Financial Services Inc.  In addition, Dan is responsible for small and mid cap positioning and research within the Global Growth and Income portfolios.  Prior to joining UBS in 2013, Dan was a portfolio manager at Athena Capital Advisors, where he served clients with at least $100 million in investment assets. He earned his M.S. in Investment Management from Boston University, graduating magna cum laude. Dan also earned his B.S. in Accounting and Finance from Eastern Nazarene College. He is a CFA charterholder and a member of the Boston Security Analysts Society.

• Boston University, M.S. in Investment Management - magna cum laude
• Eastern Nazarene College, B.S. in Accounting and Finance

• Senior Portfolio Manager
• Chartered Financial Analyst®
• CERTIFIED FINANCIAL PLANNER®