Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.
Paul E. Levy
Senior Vice President - Wealth Management
Paul is a Financial Advisor and Sr. Vice President of Investments with the UBS Park Meadows, CO office. He graduated from Shippensburg University, PA with a BSBA degree in Marketing and ran a successful retail business for 12 years before entering the financial services industry in 1998. Paul works closely with business owners, professional individuals and retirees in need of financial advice and investments. His experience includes 401(k) rollovers, insurance and annuities, college savings plans, asset allocation, retirement income planning and the development of estate planning strategies.
Mary V. "Vicki" Thompson
Senior Client Service Associate
Vicki, a Sr. Registered Client Service Associate, has been in the financial services industry since 1993, during which time she has worked as both Financial Advisor and Operations Manager. As an Accredited Asset Management Specialist and a fully registered representative, Vicki is also available to answer any of your investment related questions or transact any trades for you.