$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
While Paul Butler originally planned to continue his family's tradition and become an attorney, he spent the first part of his over-35-year professional career working in sales and marketing in the consumer products industry. He first entered the financial services industry in 1983, working for Royal Bank of Canada, J.P. Morgan Securities and predecessors of both firms, prior to joining UBS in 2014.
Today Paul is a Senior Vice President—Wealth Management who specializes in structuring fixed income strategies for high net worth individuals, 401(k) plans and pension funds. Paul works closely with his clients to identify the appropriate risk level for their portfolios, building trust and forging long-term relationships by carefully explaining how changing interest rates can affect volatility. He leverages the firm's resources, including world-class research, access to high credit quality and pricing advantages to construct corporate and municipal bond portfolios and equity investments strategies that help to address his clients' risk and return requirements.
Paul graduated from Villanova University with a B.S. degree in history and business law. Paul holds Series 7, 24, 53, 63, and 65 securities licenses and Life Insurance license.
A native of Tenafly, Paul now lives in Bernardsville, NJ with his wife and 14-year old twins. He also has two adult children. In his spare time, Paul enjoys playing golf and tennis.
Education
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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