Lisa M. Paczkowski, CFP®, is a First Vice President in Wealth Management at UBS Financial Services, Inc., bringing over 20 years of experience in counseling high net worth clients. They specialize in holistic wealth management, crafting customized financial plans and investment portfolios that align with clients' unique needs. Lisa's background encompasses tax preparation, employee benefits, insurance, philanthropy, and estate planning, allowing for sophisticated financial solutions. A graduate of Syracuse University and Albany Law School, Lisa lives in Jupiter, Florida, with their family and enjoys reading, paddle boarding, and clay shooting in their leisure time.
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