Financial planning and beyond

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Plans

Paul Vandenheede, CFP

First Vice President

Paul brings more than 30 years of experience in providing lasting investment and wealth management solutions to clients and their families. Paul combines his experience with UBS' Wealth Management Americas Research evaluations of business conditions, economics and government policies to develop investment strategies that seek to generate superior returns. Strategic and tactical allocations and timely hedges aim to consistently outperform market benchmarks, but with less exposure to risk, enabling clients to accumulate more capital in up markets and retain more in down markets.

Paul has earned the designation of Certified Financial Planner™. He holds Series 4, 7, 9, 10, 31, 53, 63 and 65 securities licenses, as well as licenses to offer life, health and annuity insurance. Paul earned a B. A. in international policy science from Michigan State University. Paul is actively involved in his parish, as well as high- school mentoring programs and community health initiatives.

Registered States:
  • AL
  • AZ
  • CA
  • FL
  • IL
  • IN
  • MI
  • MO
  • NC
  • NJ
  • SC
  • TX
  • VA
  • WA

Education

  • B. A. International Policy Science, Michigan State University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Senior Portfolio Manager
730 Penniman Avenue
Plymouth, MI 48170
  • (734) 582-6466

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

What's your vision?

We can help you bring your vision to life.

Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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