Experience

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.