Paul, Senior Vice President with UBS's STM Wealth Management Group, began his career in finance in 2005 as a Financial Advisor with Morgan Stanley. Paul’s areas of concentration include one-on-one client service, extensive product knowledge, investment selection and asset allocation. Paul focuses on creating balanced portfolios by understanding his clients’ needs and educating them on the concepts and strategies that go into the development of their financial plans.
Paul, who believes in the importance of education, received a degree in finance with an emphasis on personal financial planning from Western Michigan University. In addition to the Series 7 (General Securities Representative), 66 (Registered Investment Advisor) and 31 (Managed Futures) securities licenses, Paul is also licensed in health and life insurance.
Paul grew up in South Haven, Michigan and currently resides in Lake Orion, Michigan with his wife, Megan, their son, Dominic, daughter, Mia, and black lab, Chopper. When away from the office, Paul’s hobbies include spending time with family and friends and playing golf.
Registered States:
AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI