Experience Makes all the difference

Paul R. Coyner, CRPS®, has over 22 years of experience working in the financial services industry. Early in his career Paul worked as an Industrial Engineer for several years. After receiving his MBA from Notre Dame he moved into commercial lending and then became a successful bond trader with Goldenberg, Hehmeyer & Co., a futures and options clearing member of the Chicago Board of Trade. Paul's understanding of the global markets and his diverse background was the perfect foundation for his career as a financial advisor which began in 2005 at Morgan Stanley. Paul has built a successful practice working with numerous companies through his expertise of 401(k)/Profit Sharing plan design and management in addition to the management of pension and deferred compensation plans. In each case, Paul is able to act as an RIA in a fiduciary capacity. He also works with several high net worth families by utilizing the many investment products and financial planning tools that UBS has to offer.

In 2015, Paul joined UBS Financial Services as a First Vice President, Senior Retirement Plan Consultant and Portfolio Manager. Paul's focus is on creating wealth and security for his clients by putting together comprehensive "tax efficient" solutions. The importance of being "retirement ready" which incorporates an aggregate view of employee benefits helps lead to his clients overall "financial wellness." Understanding client needs and delivering solutions to exceed their goals is the focus of his practice. Attention to detail and dependability are foundational principals that have guided him through his career.

Paul was named to the 2017 Financial Times Top 401 Retirement Plan Advisors list, in addition to being named a 2015 Five Star Chicago Wealth Manager. In 2009 and 2010, Paul was also an integral member of a team that was recognized by Plan Sponsors as PLANADVISER's Top 100 Retirement Plan Advisers for 2010.

Paul earned an MBA with honors from the University of Notre Dame in 1992 after receiving an Industrial Engineering degree with honors from Northeastern University in 1987. Paul has been married to his wife, Dina, for 27 years and they have four boys. He has coached his kids in soccer, baseball and basketball and enjoys attending concerts and playing tennis in addition to golf in his spare time.

Registered States:

CO, DE, FL, IL, MA, PA, WI