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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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Senior Vice President–Wealth Management
As a Senior Vice President, President's Council Member, and a Banking Champion with UBS Financial Services Inc., Paul Toby takes pride in developing comprehensive financial plans for each of his clients. Since entering the financial services industry in 1993, Paul has concentrated on assisting his clients in achieving their long term financial goals while showing them how to take a disciplined approach to investing.
Paul is a graduate of Central Michigan University with a degree in Finance/Marketing. He currently holds a Series 7 (General Securities Representative) License, Series 31 (Managed Futures) License, Series 66 (Registered Investment Advisor), Series 63(Uniform Securities Agent State Law Examination), as well as a Life Insurance designation.
Paul grew up in the West Bloomfield, Michigan area and currently resides in Bloomfield, Michigan with his wife Keren, and two sons, Ben and Lee. In his spare time, Paul enjoys spending time with family and friends, traveling, working out, and volunteering for different charitable events including the Friends of the Israel Defense Forces.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
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Senior Vice President–Wealth Management
As a Senior Vice President, President's Council Member, and a Banking Champion with UBS Financial Services Inc., Paul Toby takes pride in developing comprehensive financial plans for each of his clients. Since entering the financial services industry in 1993, Paul has concentrated on assisting his clients in achieving their long term financial goals while showing them how to take a disciplined approach to investing.
Paul is a graduate of Central Michigan University with a degree in Finance/Marketing. He currently holds a Series 7 (General Securities Representative) License, Series 31 (Managed Futures) License, Series 66 (Registered Investment Advisor), Series 63(Uniform Securities Agent State Law Examination), as well as a Life Insurance designation.
Paul grew up in the West Bloomfield, Michigan area and currently resides in Bloomfield, Michigan with his wife Keren, and two sons, Ben and Lee. In his spare time, Paul enjoys spending time with family and friends, traveling, working out, and volunteering for different charitable events including the Friends of the Israel Defense Forces.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Lets connect
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
51 countries
Our global footprint
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