Paul Adams
Portefeuillebeheerder-Aandelen bij UBS Financial Services, Inc.
Profiel
Mr. Paul R.
Adams is a Senior Vice President of Wealth Management & Financial Advisor at UBS Financial Services, Inc. He creates customized wealth management strategies with a personal touch, and has the ability to review complex situations and help clients develop clear, concise, and relevant strategies.
He coordinates the team's Financial Planning services, concentrated stock hedging and option strategies.
He began his financial services career with Merrill Lynch in 1997, and now works to help develop individualized wealth management and liability management strategies with a select group of families.
He received his undergraduate degree from Central Washington University.
He holds the Certified Financial Planner designation and is a Charted Retirement Planning Counselor.
Actieve functies van Paul Adams
| Bedrijven | Functie | Begin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Portefeuillebeheerder-Aandelen | 01-02-2009 |
Eerdere bekende functies van Paul Adams
| Bedrijven | Functie | Einde |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01-02-2009 |
Opleiding van Paul Adams
| Central Washington University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
