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$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
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
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
