$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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Senior Vice President
Financial Advisor
Paul has been advising clients regarding their investments for over 40 years, the last 23 with UBS (via PaineWebber). He has spent 25 of the last 40 years serving as Branch Manager of both the Fort Wayne and Indianapolis offices. In 2003 Paul was awarded the "Ed Connolly Leadership Award", given to the leading Branch Manager within the firm. Paul and his wife of 43 years, Cheryl, have two grown sons and three grandchildren. They make their home in Fort Wayne Indiana and enjoy spending time in Brown County, Indiana and Fort Myers Beach, Florida.
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.
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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