Financial Advisor
Paul Lewis, CFP®, is a Financial Advisor with UBS who brings more than a decade of wealth management experience serving a diverse client base, including current and former U.S. military members, federal employees, professionals, families, and retirees. He specializes in helping clients navigate complex financial decisions through personalized, fee-based financial planning and advice.
Paul’s methodology centers on comprehensive, goals-based planning that integrates retirement and income strategies, investment management, tax-efficient planning, risk and insurance analysis, and estate planning. He views financial planning as an ongoing process—not a one-time event—regularly reviewing and refining strategies to align with each client’s evolving goals, lifestyle, and legacy objectives.
A key area of focus in Paul’s practice is helping clients successfully transition from wealth accumulation to preservation and distribution. He recognizes that the emotional and behavioral aspects of financial decision-making can be just as important as the numbers, particularly during retirement and other major life transitions. Through a disciplined and client-centered approach, he helps individuals and families build confidence in their financial future while creating more time to focus on what matters most.
Outside of his professional life, Paul enjoys spending time with his family, participating in his church community, fishing, woodworking, cooking, hiking, and traveling.
Financial Advisor
Paul Lewis, CFP®, is a Financial Advisor with UBS who brings more than a decade of wealth management experience serving a diverse client base, including current and former U.S. military members, federal employees, professionals, families, and retirees. He specializes in helping clients navigate complex financial decisions through personalized, fee-based financial planning and advice.
Paul’s methodology centers on comprehensive, goals-based planning that integrates retirement and income strategies, investment management, tax-efficient planning, risk and insurance analysis, and estate planning. He views financial planning as an ongoing process—not a one-time event—regularly reviewing and refining strategies to align with each client’s evolving goals, lifestyle, and legacy objectives.
A key area of focus in Paul’s practice is helping clients successfully transition from wealth accumulation to preservation and distribution. He recognizes that the emotional and behavioral aspects of financial decision-making can be just as important as the numbers, particularly during retirement and other major life transitions. Through a disciplined and client-centered approach, he helps individuals and families build confidence in their financial future while creating more time to focus on what matters most.
Outside of his professional life, Paul enjoys spending time with his family, participating in his church community, fishing, woodworking, cooking, hiking, and traveling.
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.
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.
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