Experience

Makes all the difference

Lawrence DePaulis, CFA

Managing Director–Wealth Management

Registered States:

Lawrence DePaulis, CFA

Recognized as an industry leader:

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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Lawrence DePaulis, CFA

Credentials

Senior Portfolio Manager
Chartered Financial Analyst®
Certified Portfolio Manager®

Lawrence DePaulis, CFA

1099 Hingham Street
3rd Floor
Rockland, MA 02370

(781) 982-3610

Email Me

Lawrence DePaulis, CFA

Managing Director–Wealth Management

Registered States:

Recognized as an industry leader:

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.