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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
