The Coyner Wealth Management Group is dedicated to providing experienced corporate retirement plan consulting and high net worth wealth management. Our client centric approach is to listen, learn and respect the ever-changing needs of each client in order to employ our skill and knowledge. We are dedicated to fostering a long-term mutually beneficial partnership with each of our clients.
Paul R. Coyner, CRPS®
Paul R. Coyner, CRPS®, has over 22 years of experience working in the financial services industry. Early in his career Paul worked as an Industrial Engineer for several years. After receiving his MBA from Notre Dame he moved into commercial lending and then became a successful bond trader with Goldenberg, Hehmeyer & Co., a futures and options clearing member of the Chicago Board of Trade. Paul's understanding of the global markets and his diverse background was the perfect foundation for his career as a financial advisor which began in 2005 at Morgan Stanley. Paul has built a successful practice working with numerous companies through his expertise of 401(k)/Profit Sharing plan design and management in addition to the management of pension and deferred compensation plans. In each case, Paul is able to act as an RIA in a fiduciary capacity. He also works with several high net worth families by utilizing the many investment products and financial planning tools that UBS has to offer.
In 2015, Paul joined UBS Financial Services as a First Vice President, Senior Retirement Plan Consultant and Portfolio Manager. Paul's focus is on creating wealth and security for his clients by putting together comprehensive "tax efficient" solutions. The importance of being "retirement ready" which incorporates an aggregate view of employee benefits helps lead to his clients overall "financial wellness." Understanding client needs and delivering solutions to exceed their goals is the focus of his practice. Attention to detail and dependability are foundational principals that have guided him through his career.
Paul was named to the 2018 Financial Times Top 401 Retirement Plan Advisors list (also in 2015 and 2017), in addition to being named a 2015 Five Star Chicago Wealth Manager. In 2009 and 2010, Paul was also an integral member of a team that was recognized by Plan Sponsors as PLANADVISER's Top 100 Retirement Plan Advisers for 2010.
Paul earned an MBA with honors from the University of Notre Dame in 1992 after receiving an Industrial Engineering degree with honors from Northeastern University in 1987. Paul has been married to his wife, Dina, for 28 years and they have four boys. He has coached his kids in soccer, baseball and basketball and enjoys attending concerts and playing tennis in addition to golf in his spare time.
CO, CT, DE, FL, IL, MA, NC, PA, WI
Russell P. Coyner
Wealth Strategy Associate
Russ joined the Coyner Wealth Management Group in early 2016. Prior to joining the team at UBS, Russ worked at Prudential Securities. Russ brings a youthful passion to the team and a dynamic personality that works well with company employees.
Russ is responsible for assisting with investment research and creating financial plans utilizing the firm's financial goal analysis tools. He also serves as an intermediary between HR team members and Retirement Plan Providers to ensure set deadlines are met, efficient processes are established and operational task items are completed on a timely basis. He assists with quarterly plan reviews and is instrumental in plan benchmarking and new proposals. Russ also serves as an additional resource for participant education and is available for participants to reach out to for any questions pertaining to their retirement account.
Russell earned a Bachelor of Arts degree in Communications from Northern Illinois University. Russ is FINRA registered and currently holds his series 6, 7, 63 and 66 license as well as Life & Health Insurance. Russ enjoys many sports (baseball, golf, etc..) and is an avid fitness enthusiast.
Patricia Anne "Patti" Trombetta
Senior Client Service Associate
Patti is a Senior Registered Associate with over 35 years of client service experience in the financial services industry. After beginning her career with Smith Barney in 1983, Patti achieved a professional goal in obtaining her Series 7 and Series 63 licenses. Patti handles the operational and administrative side of the business and is available to clients for their specific needs. Her efficient and detail oriented abilities are very important to our business.
Patti joined UBS Financial Services, Inc. in March 2016 after a 30+ year career with Morgan Stanley Smith Barney. She lives in Lombard with her husband Mike, son Michael and daughter Andrea.
AZ, CA, CO, FL, IL, IN, MD, MI, MN, NC, NY, OH, PA, SC, TX, VA, WI