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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
First 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
First 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
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
