Let's move forward. Together.

Two people distant

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
    • MI
    • MN
    • NC
    • NH
    • NJ
    • 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 Registered 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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            Support and resources

            The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

            Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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