Global Access. Boutique Solutions.

• AL
• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
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• MI
• MN
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• NC
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• NY
• OH
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Paul’s choice to pursue a career in wealth management should have come as no surprise, given his interest in the stock market at a young age and his being the son of a trust and estate attorney. Having spent his entire professional life in the industry has enabled him to not only do something he loves, but more importantly, positively impact the lives of the individuals and families that work with him.

“As an advisor working with families of significant means, depth of knowledge is key, but so is working within a firm that supports you and your clients with best-in-class resources and capabilities. UBS Private Wealth Management provides exactly that.”

Today, with more than 17 years of experience behind him, Paul focuses on helping a select group of ultra-high net worth families and family offices address complex wealth concerns. He understands that wealth management advice does not start and stop with investments—it looks beyond the portfolio to address a wide range of priorities that matter most to his clients.

Past experience

• Financial Advisor, Bernstein Global Wealth Management; led the launch of their Tampa office
• Morgan Stanley Individual Investor Group

Life 

• Outside of work Paul loves spending time traveling with his family
• He and his wife, Jessica, have three daughters - twins Annabelle and Charlotte, and their youngest daughter, Ruby.
• Paul supports a number of community-based and charitable pursuits, including:
  • Tampa Bay Estate Planning Council - current member and former board member.
  • Make-a-Wish Foundation - former member of the Tampa Bay Advisory Board
  • Berkeley Preparatory School - Alumni Executive Committee (President), Member of the Board of Trustees, Member of Development Committee, Planned Giving Committee and Strategic Planning Committee.
  • Gasparilla Music Foundation - founding board member and current advisory board member.
  • Tampa History Museum - former planned giving committee member.
  • Tampa Connection - Class of 2010.

• Financial Planning Top 40 Financial Advisors Under 40, 2021The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
• Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018, 2020The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• University of Georgia, B.B.A.

• Private Wealth Advisor
• CERTIFIED FINANCIAL PLANNER®
• Series 7, 31 and 66 securities licenses
• Life, health, and variable annuity insurance licenses
• CA Insurance License: 0K70306