Wealth advice for your life's goals

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Paul Vosburgh, CFP, CIMA, CPWA, CRPS

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™

Paul is a Senior Vice President - Wealth Management for UBS Financial Services, Inc. in Madison, Wisconsin. Paul understands that wealth management is more than just the wide range of
financial services and solutions you can access at UBS--it is how those services and solutions are developed and delivered to help you pursue your goals. That's why he offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, Paul calls upon the advisory and investment brokerage capabilities of UBS - one of the world's largest wealth  management firms.

Prior to joining UBS in 2003, Paul was Vice President - Investments with Citigroup from 1994-2003. Previously Paul was a Financial Consultant with Merrill Lynch from 1992-1994. From portfolio management, retirement, estate and financial planning to consulting with plan sponsors regarding corporate retirement plans, Paul brings diverse experience to his practice across the spectrum of clients' wealth management needs.

As a Senior Portfolio Manager, Paul leverages his knowledge of and experience with portfolio management to create appropriate strategies to help his clients manage and grow their assets.

As a Retirement Plan Consultant in the firm's DC Advisory program, Paul provides the following services to plan sponsors: investment consulting, employee education consulting and plan
program consulting.

Paul earned a Master of Business Administration degree from the University of Wisconsin - Madison. Paul completed the CIMA® Education Program offered through the University of Chicago Booth School of Business. Paul earned a Bachelor of Arts, Asian Studies degree from the University of Wisconsin Madison. Paul holds the Series 7, 63 and 65 securities licenses as well as life and health insurance licenses.

Registered States:
  • CA
  • CO
  • DC
  • FL
  • IA
  • IL
  • IN
  • KS
  • MD
  • MI
  • MN
  • NC
  • NV
  • OH
  • PA
  • RI
  • TN
  • VA
  • WI

Education

  • Master of Business Administration, University of Wisconsin - Madison
  • Bachelor of Arts, Asian Studies, University of Wisconsin - Madison

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist
  • Senior Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Lending services
Financial planning
Education planning
Long-term care planning
Retirement planning
Estate planning strategies
Investing
8020 Excelsior Drive
Madison, WI 53717
  • (608) 824-6122

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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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