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$6 trn
UBS Group invested assets
As of 12/31/2024
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:
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.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
