Let's move forward. Together.

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With over 17 years of experience in financial advisory services, Paul is a Private Wealth Advisor at UBS primarily for a select group of very successful business owners and professionals. His team is dedicated to helping families navigate the complexities of wealth management.

Specializing in tailored investment strategies and comprehensive financial planning, Paul provides personalized solutions to achieve financial goals and secure legacies for future generations. As a trusted advisor, Paul prioritizes building long-term relationships based on transparency, integrity, and a deep understanding of clients' unique needs.

Paul graduated from Rutgers University and holds a Chartered Financial Analyst (CFA) designation.

Outside of work, he enjoys community involvement such as: prior Treasurer of Denver’s Art District on Santa Fe - Non-Profit, many years as a volunteer Financial Literacy Instructor through Operation Hope, and member of Phi Gama Delta. For fun he plays bass guitar daily (funk/blues), trains Brazilian Jiu-Jitsu, plays pickleball & table tennis, and enjoys snowboarding and cycling.

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Jill has built a successful career spanning nearly two decades in the financial services industry. Her work with Ultra high-net-worth clients has cultivated a strong sense of responsibility and a commitment to delivering exceptional service that prioritizes both accuracy and efficiency. She provides day-to-day client support, assisting with every detail when it comes to account management. She has her FINRA registrations including Series 7 and 66.

Jill is originally from Lincoln, NE where she received her BS in Business Management from University of Nebraska. In 2014, she traded the flatlands for the mountains and relocated to Denver. Jill cherishes time with her partner, Nick, and her closest friends. She finds joy in the outdoors, walking, biking and off-roading. She also enjoys hosting gatherings with friends focused on authentic conversation and shared experiences, which also gives her an opportunity for a favorite passion which is to bake!

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Kim, a proud Colorado native, is a Senior Registered CSA at UBS.  She has over 37 years of experience in financial services, holds her Series 7 and 66 Licenses, insurance license, and is a Certified Employee Benefits Specialist.  She holds a Bachelor of Science in Business Administration with a concentration in Finance from Colorado State University.

Kim enjoys spending time with her sons Connor (21) and Brendan (19), cooking, baking, live music, golf, travel and sports.  Her son Connor will be a senior at CU Boulder in the Leeds School of Business, and Brendan is a 2nd degree blackbelt in Tai Kwon Do, an avid electric guitar player, and will be attending a music production school in Arizona this year.

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Mariana is a native of Miami, Florida. She moved to Toulouse, France where she completed a French immersion program for six months. Subsequently, Mariana completed her undergraduate studies in economics and global business administration at the Institut Catholique de Toulouse. Upon graduation she returned to Miami where she worked at Oppenheimer & Co. Inc. with a team focused on foreign bond arbitrage with international clients and options trading with institutional investors. Eager to be close to family, she moved to Denver and joined UBS in January 2017. Passionate about the great outdoors, the move to Denver was a natural fit. Mariana enjoys cycling, hiking and watching live music. Mariana is fluent in Spanish, French and English and holds her Series 7 and Series 66 registrations.