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