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$6 trn
UBS Group invested assets
As of 12/31/2024
Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.
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
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
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
