UBS
Home | |
About UBS Wealth Management Bookmark this Page
Home
UBS Wealth Management

UBS Home

Wealth Management US

As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come.  

Paul R. Levy
Paul R. Levy
Financial Advisor
1251 Avenue Of The Americas
2nd Floor (north Side)
New York, NY 10020
212-626-8970
800-458-1764 ext. 8970
212-626-8808 fax
paul.levy@ubs.com
Managing Wealth


Planning for Sustainable Income
Pursuing Your Vision
Protecting & Transferring Wealth

News

UBS reports third-quarter profit of CHF 296 million
UBS further materially de-risks balance sheet through transaction with Swiss National Bank

My Perspective
Paul R. Levy Biography PE06163_30732_Paul_R._Levy_Approved_Bio_8-12-08.pdf (275kb)
Corporate Profile CorporateProfile.pdf
Leaving Your Employer? Options for Your Retirement Plan rpdd_leaving_your_employer.pdf (3823kb)
The Guide to Retirement Plans for Business Owners and Professionals ret_business_owners.pdf (2831kb)
IRAs at a Glance _4_IRAs_At_a_Glance.pdf (168kb)
Retirement Goal Checkup Questionnaire Retirement_Workbook.pdf (178kb)
Wealth Planning Brochure Managing_Your_Wealth_at_UBS.pdf (651kb)
Wealth Management Magazine WMmagMay08.pdf (1998kb)
Investor's Guide Investors_Guide.pdf (662kb)
Market Watch Wednesday market_watch_wednesday.pdf (735kb)
Experiencing UBS

The UBS Client Experience
Research Tailored to Private Clients
Personalizing Your Financial Plan

Spotlight Articles

Market Outlook: Separating the wheat from the chaff  (154kb)
Perspective on market events

Print this page     E-mail this page
Registered States: CT, FL, IN, NJ, NY
Key Information
Account Login

User Name
Password
Benefits of Enrolling
Enroll Now
First-Time User
Products & Services
Market Update
DJIA 7552.29
NASDAQ 1316.12
S&P 500 752.44
30yr Tsy 3.48
Market Info
Quotes delayed at least 20 minutes Market Information, Copyright 2002 Reuters Limited. All rights reserved.

Important legal information - please read the disclaimer before proceeding.
Products and services in these web pages may not be available for residents of certain nations. Please consult the sales restrictions relating to the service in question for further information. www.ubs.com © UBS 2002-2008. All rights reserved.
Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC. Member FINRA.
Privacy PolicyNotice for Non-U.S. InvestorsOrder Routing DisclosureStatement of Financial ConditionBest Execution StatementLoan Disclosure StatementAccount Sweep YieldsAdvisory & Brokerage ServicesCFP Board's Trademark Disclaimer.