$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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