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Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

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Paul Coyner, CRPS, AWMA

Senior Vice President–Wealth Management

Paul R. Coyner, CRPS®, has over 26 years of experience working in the financial services industry. Early in his career Paul worked as an Industrial Engineer for several years. After receiving his MBA from Notre Dame he moved into commercial lending and then became a successful bond trader with Goldenberg, Hehmeyer & Co., a futures and options clearing member of the Chicago Board of Trade. Paul's understanding of the global markets and his diverse background was the perfect foundation for his career as a financial advisor which began in 2005 at Morgan Stanley. 

In 2015, Paul joined UBS Financial Services as a First Vice President and Senior Retirement Plan Consultant. In 2019 he was promoted to Senior Vice President.  Paul's focus is on creating wealth and security for his clients by putting together comprehensive "tax efficient" solutions. The importance of being "retirement ready" which incorporates an aggregate view of employee benefits helps lead to his clients overall "financial wellness." Understanding client needs and delivering solutions to exceed their goals is the focus of his practice. Attention to detail and dependability are foundational principals that have guided him through his career.

Paul earned an MBA with honors from the University of Notre Dame in 1992 after receiving an Industrial Engineering degree with honors from Northeastern University in 1987. Paul has been married to his wife, Dina, for 30 years and they have four boys. He has coached his kids in soccer, baseball and basketball and enjoys attending concerts and playing tennis in addition to golf in his spare time.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • IL
  • IN
  • MA
  • MI
  • MO
  • NC
  • NY
  • OH
  • PA
  • SC
  • TX
  • WA
  • WI

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

  • MBA with Honors, University of Notre Dame
  • Industrial Engineering with Honors, Northeastern University

Credentials

  • Accredited Wealth Management Advisor
  • Chartered Retirement Plans Specialist
  • Portfolio Manager
  • Senior Retirement Plan Consultant
One Tower Lane
Oakbrook Terrace Tower, Suite 1700
Oakbrook Terrace, IL 60181
  • (630) 753-1270

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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.

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