We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
As a Senior Vice President, President's Council Member, and a Banking Champion with UBS Financial Services Inc., Paul Toby takes pride in developing comprehensive financial plans for each of his clients. Since entering the financial services industry in 1993, Paul has concentrated on assisting his clients in achieving their long term financial goals while showing them how to take a disciplined approach to investing.
Paul is a graduate of Central Michigan University with a degree in Finance/Marketing. He currently holds a Series 7 (General Securities Representative) License, Series 31 (Managed Futures) License, Series 66 (Registered Investment Advisor), Series 63(Uniform Securities Agent State Law Examination), as well as a Life Insurance designation.
Paul grew up in the West Bloomfield, Michigan area and currently resides in Bloomfield, Michigan with his wife Keren, and two sons, Ben and Lee. In his spare time, Paul enjoys spending time with family and friends, traveling, working out, and volunteering for different charitable events including the Friends of the Israel Defense Forces.
AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
Paul J. Monacelli
Paul, Senior Vice President with UBS's STM Wealth Management Group, began his career in finance in 2005 as a Financial Advisor with Morgan Stanley. Paul’s areas of concentration include one-on-one client service, extensive product knowledge, investment selection and asset allocation. Paul focuses on creating balanced portfolios by understanding his clients’ needs and educating them on the concepts and strategies that go into the development of their financial plans.
Paul, who believes in the importance of education, received a degree in finance with an emphasis on personal financial planning from Western Michigan University. In addition to the Series 7 (General Securities Representative), 66 (Registered Investment Advisor) and 31 (Managed Futures) securities licenses, Paul is also licensed in health and life insurance.
Paul grew up in South Haven, Michigan and currently resides in Lake Orion, Michigan with his wife, Megan, their son, Dominic, daughter, Mia, and black lab, Chopper. When away from the office, Paul’s hobbies include spending time with family and friends and playing golf.
AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MD, MI, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
Senior Client Service Associate
Leila recently joined the STM Wealth Management Group as a Registered Senior Client Service Associate with over fifteen years of experience in the financial services industry. Leila graduated from the University of Toronto with an Honors Bachelor of Arts degree in Economics and Sociology. She currently holds a Series 7 (General Securities Representative) and Series 66 (Registered Investment Advisor) license. Leila's main responsibilities will be Client Relations and Marketing.
Leila Currently resides in Bloomfield Hills, Michigan with her husband and two children, Lily and Arvin. She loves spending time with her family and travelling.
AZ, CA, CO, FL, GA, IL, IN, KS, KY, MI, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA
Becky Anne Pratt
Client Service Associate
Becky returned to the financial industry in 2013 after two years working with final stage Alzheimer's patients. Prior to that, Becky spent ten years in operations at Smith Barney. Becky's experience in processing, customer service and in-depth knowledge of operational functions allow her to fill a vital role with the STM Wealth Management Group. She is the primary contact for service related requests.
Becky is originally from Flushing, MI and now resides in Grand Blanc with her husband David. Their home is also home to two wonderful dogs; Rocky and Dezi. Becky enjoys traveling up north and resting at their cottage on Secord Lake. She looks forward to building her relationship with each of the clients of the STM Wealth Management Group.