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
    • GA
    • IL
    • IN
    • MA
    • MD
    • MI
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA
    • WI
    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
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        Daenna Tarullo

        Senior Client Associate

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        • AZ
        • CA
        • CT
        • DE
        • FL
        • GA
        • IL
        • MA
        • MD
        • MI
        • NC
        • NH
        • NJ
        • NV
        • NY
        • OR
        • PA
        • SC
        • TX
        • UT
        • VA
        • WA
        • WI

              51 JFK Parkway
              Suite 303
              Short Hills, NJ 07078

            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

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