Let's move forward. Together.

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Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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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.

  • Paul

    Paul Baker

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • CT
    • DE
    • FL
    • IL
    • IN
    • MA
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA
    Paul has been with UBS for over 18 years and has more than 20 years of financial services experience. His desire to work in a dynamic, exciting environment drove Paul to this industry. He enjoys helping people build and preserve their assets, and pursue their financial goals. Paul works very closely with his clients providing great deal of personal attention. His clients benefit from his experience in asset allocation, diversification and customized financial solutions. Paul graduated from the University of Pennsylvania in 1990. He holds Series 7, 31, 63, and insurance licenses. Paul enjoys running, racquetball, hiking and coaching soccer. He lives in West Orange, NJ, with his wife, Laura, and their children, Joshua and Emily.

      • University of Pennslvania: 1990
        51 JFK Parkway
        Suite 303
        Short Hills, NJ 07078
        paul.baker@ubs.com
        Paul Baker
        51 JFK Parkway,Short Hills,NJ,07078
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        Daenna Tarullo

        Senior Client Associate

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        • CA
        • FL
        • NH
        • NJ
        • NY
        • PA
        • TX

              51 JFK Parkway
              Suite 303
              Short Hills, NJ 07078
              diana.tarullo@ubs.com
              Daenna Tarullo
              51 JFK Parkway,Short Hills,NJ,07078
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            A leading global wealth manager

            UBS Year Ahead 2025

            Roaring 20s: The next stage

            Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

            A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

            Read the report

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            UBS Group invested assets
            As of 06/30/2024

            51 countries

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            UBS is a leading and truly global wealth manager

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