Knowledge Powered by experience

Paul Douglas is a Financial Advisor at UBS Financial Services, Inc. who works with a select number of affluent families, C-level executives, business owners and high net worth individuals to achieve their holistic wealth management and legacy goals. 

Additionally, he is a Retirement Plan Consultant and Chartered Retirement Plans Specialist® (CRPS®).  Paul and his team work closely alongside corporate retirement plan fiduciaries and Investment Committees as a fiduciary assisting with 401k plan design, participant education, and other fiduciary-related retirement plan services. 

Paul and his team are retained by high net worth and institutional clients all throughout the United States.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor

Austin

January 2009 - Present

Merrill Lynch

Financial Advisor

Hudson

March 2007 - January 2009

Accomplishments

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Retirement Plans Specialist®
  • NFLPA Registered Player Financial Advisor

Education

  • The University of Akron Honors College - Bachelors Degree in Finance magna cum laude

Licenses

  • Series 66
  • Series 31
  • Texas Insurance Life and Health
  • Series 7

Personal & Community

  • The University of Akron National Alumni Board Member

Registered States:

AL, AR, AZ, CA, CO, CT, DE, FL, IL, IN, KY, MA, MI, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, TN, TX, VA, WA, WI