Financial planning and beyond

Paul Vandenheede, CFP

First Vice President

Senior Portfolio Manager

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's James Madison College. 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
  • TN
  • TX
  • VA
  • WA

Education

  • B. A. International Policy Science, James Madison College, Michigan State University

Credentials

  • Senior Portfolio Manager
  • CERTIFIED FINANCIAL PLANNER®
730 Penniman Avenue
Plymouth, MI 48170

Email Me

Our comprehensive planning process begins with meaningful conversations about what matters most to you. By focusing on your priorities, we'll learn all we can about you, your family and your business. We will then work together to build a plan that helps put you—and keep you—on track pursuing your goals.

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Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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As of 12/31/2024

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