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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Paul Vosburgh, CFP®, CIMA®, CPWA®, CRPS™ is a Senior Vice President - Wealth Management, Wealth Advisor, Senior Portfolio Manager, Retirement Plan Consultant for UBS Financial Services Inc. in Madison, Wisconsin. 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.
Paul earned a Master of Business Administration degree from the University of Wisconsin - Madison. Paul earned a Bachelor of Arts, Asian Studies degree from the University of Wisconsin - Madison. Paul completed the CIMA® Education Program offered through the University of Chicago Booth School of Business. Paul holds the Series 7, 63 and 65 securities licenses as well as life and health insurance licenses.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
CERTIFIED FINANCIAL PLANNER™
Paul Vosburgh, CFP®, CIMA®, CPWA®, CRPS™ is a Senior Vice President - Wealth Management, Wealth Advisor, Senior Portfolio Manager, Retirement Plan Consultant for UBS Financial Services Inc. in Madison, Wisconsin. 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.
Paul earned a Master of Business Administration degree from the University of Wisconsin - Madison. Paul earned a Bachelor of Arts, Asian Studies degree from the University of Wisconsin - Madison. Paul completed the CIMA® Education Program offered through the University of Chicago Booth School of Business. Paul holds the Series 7, 63 and 65 securities licenses as well as life and health insurance licenses.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
