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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
Senior Vice President–Wealth Management
Financial Advisor
Paul Douglas is a Financial Advisor at UBS Financial Services, Inc. who works with a select number of affluent families, C-level executives, business owners and high net worth individuals to achieve their holistic wealth management and legacy goals.
Additionally, he is a Retirement Plan Consultant and Chartered Retirement Plans Specialist® (CRPS®). Paul and his team work closely alongside corporate retirement plan fiduciaries and Investment Committees as a fiduciary assisting with 401k plan design, participant education, and other fiduciary-related retirement plan services.
Paul and his team are retained by high net worth and institutional clients all throughout the United States.
Recognized as an industry leader:
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
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Paul Douglas is a Financial Advisor at UBS Financial Services, Inc. who works with a select number of affluent families, C-level executives, business owners and high net worth individuals to achieve their holistic wealth management and legacy goals.
Additionally, he is a Retirement Plan Consultant and Chartered Retirement Plans Specialist® (CRPS®). Paul and his team work closely alongside corporate retirement plan fiduciaries and Investment Committees as a fiduciary assisting with 401k plan design, participant education, and other fiduciary-related retirement plan services.
Paul and his team are retained by high net worth and institutional clients all throughout the United States.
Recognized as an industry leader:
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
Credentials
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
