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$3.9 trillion
In invested assets globally
As of 12/31/2022
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
Paul has worked in the financial services industry for more than a decade, joining our firm from Britton & Koontz Investments. His areas of focus include insurance, estate planning strategies and wealth planning strategies, as well as retirement planning and 401(k) rollovers through both the firm’s advisory and brokerage capabilities. Paul graduated from Southeastern Louisiana University in Hammond, Louisiana, with a Bachelor of Biological Sciences and a minor in business. He subsequently obtained Series 7, 63 securities licenses as well as Louisiana life and health insurance.
Education
Senior Vice President–Wealth Management
Paul has worked in the financial services industry for more than a decade, joining our firm from Britton & Koontz Investments. His areas of focus include insurance, estate planning strategies and wealth planning strategies, as well as retirement planning and 401(k) rollovers through both the firm’s advisory and brokerage capabilities. Paul graduated from Southeastern Louisiana University in Hammond, Louisiana, with a Bachelor of Biological Sciences and a minor in business. He subsequently obtained Series 7, 63 securities licenses as well as Louisiana life and health insurance.
Education
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
