Experience Makes all the difference
At UBS, we believe in holistic wealth management, and we address your entire financial life. We feel this is essential in helping you work toward your ultimate goals. Our goals are to give you:
- Needs-based advice
- Simplified complexity
- Excellent service
- Attention to detail
Our clients include business owners, individuals, retirees, trusts and several generations of numerous families. You can benefit from the broad experience this wide variety of clients has given us.
We make ourselves available to answer your questions and discuss your needs. Count on Paradigm Partners to help you work toward your financial goals.
David Walter Demarest
Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Certified Exit Planning Advisor (CEPA®)
Visit my personal page
859-335-8120
Mark D. Korona
Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Certified Exit Planning Advisor (CEPA®)
Visit my personal page
859-335-8108