$6.9 trn
UBS Group invested assets
As of 10/29/2025
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

Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
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