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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Paul has been with UBS for over 18 years and has more than 20 years of financial services experience. His desire to work in a dynamic, exciting environment drove Paul to this industry. He enjoys helping people build and preserve their assets, and pursue their financial goals. Paul works very closely with his clients providing a great deal of personal attention. His clients benefit from his experience in asset allocation, diversification and customized financial solutions. Paul graduated from the University of Pennsylvania in 1990. He holds Series 7, 31, 63, and insurance licenses. Paul enjoys running, racquetball, hiking and coaching soccer. He lives in West Orange, NJ, with his wife, Laura, and their children, Joshua and Emily.
Education
Senior Vice President–Wealth Management
Financial Advisor
Paul has been with UBS for over 18 years and has more than 20 years of financial services experience. His desire to work in a dynamic, exciting environment drove Paul to this industry. He enjoys helping people build and preserve their assets, and pursue their financial goals. Paul works very closely with his clients providing a great deal of personal attention. His clients benefit from his experience in asset allocation, diversification and customized financial solutions. Paul graduated from the University of Pennsylvania in 1990. He holds Series 7, 31, 63, and insurance licenses. Paul enjoys running, racquetball, hiking and coaching soccer. He lives in West Orange, NJ, with his wife, Laura, and their children, Joshua and Emily.
Education
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
