A plan for today, tomorrow and generations to come

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Co-workers in a lobby

Joseph DePaula, CPWA

Senior Vice President–Wealth Management

Financial Advisor

Personal & Community

  • Founding Board of Governors - Royal Oaks C.C.
  • 1985 Academic All American - Collegiate Golf
Registered States:
  • AL
  • AR
  • AZ
  • CA
  • FL
  • ID
  • IL
  • IN
  • KS
  • LA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OK
  • OR
  • PA
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

  • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June 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

Education

  • BA Finance, Southeastern Louisiana University

Credentials

  • Certified Private Wealth Advisor®
750 Town and Country Blvd
Suite 400
Houston, TX 77024
  • (713) 966-2465

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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