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$3.9 trillion
In invested assets globally
As of 12/31/2022
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
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
