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Makes all the difference

Paul Monacelli

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Paul Monacelli

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

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. 

Paul Monacelli

2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

Email Me

Paul Monacelli

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

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. 

2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

Email Me

paul.monacelli@ubs.com
Paul Monacelli
2301 West Big Beaver Road,Troy,MI,48084

Heather Surman

Client Associate

Heather Surman

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

Email Me

Heather Surman

Client Associate

325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009

Email Me

heather.surman@ubs.com
Heather Surman
325 N. Old Woodward Ave,Birmingham,MI,48009

Becky Pratt

Client Associate

Becky Pratt

2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

Email Me

Becky Pratt

Client Associate

2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

Email Me

becky.pratt@ubs.com
Becky Pratt
2301 West Big Beaver Road,Troy,MI,48084

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