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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
Education
Credentials
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.
Education
Credentials
We can help you plan for it.
When you have created or inherited significant wealth, you have opportunities to pursue bold and meaningful undertakings. How do you make decisions that will guide you successfully forward, no matter what your goal?
We believe it’s all about connection. That’s why we are prepared to take that journey with you today, tomorrow, every step of the way.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
