Insight-based advice

Southpointe Wealth Management

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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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Patrick Botula Profile Photo

    Patrick Botula

    First Vice President–Wealth Management

    Senior Wealth Strategy Associate

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    • AL
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • MI
    • NC
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA
    • WA
    • WI

    Patrick is First Vice President of Wealth Management and Senior Portfolio Manager at Southpointe Wealth Management. He specializes in portfolio construction and investment management. Patrick brings over 40 years of experience in equity and fixed income investment strategies while managing individual, family and related institutional assets.

    He provides clients with personalized financial blueprints and an investment strategy that is straightforward and transparent. As a result, Patrick has formed long-term relationships with his clients that often span multiple generations and market cycles.

    Patrick graduated from Penn State University with a Bachelor's in Business Administration. He and his wife divide their time between Pittsburgh and Aiken, SC. They have three grown children and five grandchildren.

    He is proud to work alongside his daughter and business partner, Laura Freedman.

      • Penn State University, Bachelor's in Business Administration
      • Senior Portfolio Manager
      4000 Town Center
      Canonsburg, PA 15317
    • Laura Freedman Profile Photo

      Laura Freedman

      Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • DE
      • FL
      • GA
      • MI
      • NC
      • NY
      • OH
      • PA
      • SC
      • TX
      • VA
      • WA
      • WI

      Laura Freedman is a financial advisor who specializes in executive financial planning and working with women to become informed and engaged in long term financial decision-making. Prior to joining her father at Southpointe Wealth Management of UBS Financial Services, she was a Senior Human Resource Executive for a Fortune 500 company and Executive Consultant. Laura brings over 25 years of experience advising leaders on business strategy and mitigating risk. She holds a Masters in Business Administration from the University of Pittsburgh Katz School of Business and is a Certified Executive Coach.

      In addition to her career, Laura is actively involved in the community. She serves on the St. Clair Hospital Board of Directors and is board chair of Strong Women Strong Girls, a multi-generational mentoring program that empowers girls in under-resourced communities through a curriculum focused on strong female role models. Laura also serves on the Pitt Business Alumni Board and is President of the Katz Alumnae Council which supports the professional growth and advancement of women students and alumnae.

      Laura and her husband live in the South Hills, have 20 year old twins and a very large dog.

        • University of Pittsburgh Katz School of Business, Masters in Business Administration
        • Portfolio Manager
        4000 Town Center
        Canonsburg, PA 15317
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        Joyce Witt

        Senior Client Associate

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • MI
        • MN
        • MS
        • MT
        • NC
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WV
        • WY

        Joyce joined UBS Financial Services in 2015 as a Senior Registered Client Associate and is an integral part of our business.  You will appreciate her commitment to you and long-standing experience in the financial services industry with your initial contact. Joyce will assist you with any administrative aspects of your accounts and will handle your requests quickly and professionally.  As a resident of Pittsburgh's South Hills, she is an outdoor enthusiast and can be found biking at many of the rails-to-trails in the area.

              2840 E. Skyline Drive
              Tucson
              Tucson, AZ 85718

            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