A member of the Northwest Wealth Management Group, Paul specializes in assisting Procter & Gamble alumni and retirees, where his familiarity with the corporate plans and benefits makes him uniquely qualified to develop customized wealth management strategies and a full complement of financial planning, and trust and banking services. As a Wealth Advisor, Paul understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services and solutions are developed and delivered to help you pursue your personal goals.

• M.B.A. - Marketing - University of Cincinnati
• M.S. - Chemical Engineering - Rennselaer Polytechnic Institute
• B.S. - Chemical Engineering - Rennselaer Polytechnic Institute

• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• State of Ohio, Life, Health, Accident Insurance and Variable Annuities Licensed
• Series 7, General Securities Representative

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