Email Me
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Vice President–Wealth Management
Financial Advisor
Paul Ramus has a skilled focus in the management of 401(k) plans and retirement planning. He has been working with individuals and business owners in the financial services industry for over 20 years. For his individual clients, Paul provides highly personalized financial advice, financial planning, portfolio management, and estate planning services. As a Retirement Plan Consultant also working with companies, he specializes in 401(k) fiduciary risk management, portfolio construction, and educating plan participants on retirement readiness.
Paul received his Bachelor’s Degree in Finance from the University of Wisconsin–Whitewater and an MBA from the University of Wisconsin–Milwaukee. He earned the Certified Retirement Plan Specialist® (CRPS) Designation from the College for Financial Planning, the Accredited Investment Fiduciary™ (AIF) designation from the Center for Fiduciary Studies, has completed professional development courses at the University of Chicago School of Business and holds FINRA Series 7 and 66 licenses as well as life, health, and variable insurance licenses. He is a member of several industry organizations including the National Association of Plan Advisors (NAPA) and SHRM Racine and Kenosha Chapter.
Paul currently resides in Merton, WI with his wife and their three children. He is active in his community, coaching his children's sports teams through the Merton Athletic Association, and Lake Country Chief's Youth Football.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
Paul Ramus has a skilled focus in the management of 401(k) plans and retirement planning. He has been working with individuals and business owners in the financial services industry for over 20 years. For his individual clients, Paul provides highly personalized financial advice, financial planning, portfolio management, and estate planning services. As a Retirement Plan Consultant also working with companies, he specializes in 401(k) fiduciary risk management, portfolio construction, and educating plan participants on retirement readiness.
Paul received his Bachelor’s Degree in Finance from the University of Wisconsin–Whitewater and an MBA from the University of Wisconsin–Milwaukee. He earned the Certified Retirement Plan Specialist® (CRPS) Designation from the College for Financial Planning, the Accredited Investment Fiduciary™ (AIF) designation from the Center for Fiduciary Studies, has completed professional development courses at the University of Chicago School of Business and holds FINRA Series 7 and 66 licenses as well as life, health, and variable insurance licenses. He is a member of several industry organizations including the National Association of Plan Advisors (NAPA) and SHRM Racine and Kenosha Chapter.
Paul currently resides in Merton, WI with his wife and their three children. He is active in his community, coaching his children's sports teams through the Merton Athletic Association, and Lake Country Chief's Youth Football.
Education
Credentials
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
Global leader
UBS is a leading and truly global wealth manager
