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$3.9 trillion
In invested assets globally
As of 12/31/2022
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
First Vice President–Wealth Management
A member of the Northwest Wealth Management Group, Paul specializes in assisting Procter & Gamble alumni and retirees, where his familiarity with the corporate plans and benefits makes him uniquely qualified to develop customized wealth management strategies and a full complement of financial planning, and trust and banking services. As a Wealth Advisor, Paul understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services and solutions are developed and delivered to help you pursue your personal goals.
Education
Credentials
First Vice President–Wealth Management
A member of the Northwest Wealth Management Group, Paul specializes in assisting Procter & Gamble alumni and retirees, where his familiarity with the corporate plans and benefits makes him uniquely qualified to develop customized wealth management strategies and a full complement of financial planning, and trust and banking services. As a Wealth Advisor, Paul understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services and solutions are developed and delivered to help you pursue your personal goals.
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
