Paul Gilman

Paul Gilman is a seasoned financial advisor with over 30 years of experience in managing clients' financial affairs. They began their career as a Financial Analyst at Coca-Cola Bottling Co. Consolidated and later served as a Financial Advisor at Drexel Burnham Lambert before becoming a Senior Vice President of Wealth Management at UBS, where they currently oversee asset and liability management. Paul holds a Bachelor of Science in Business Administration and Management from the State University of New York College at Brockport. As a designated Portfolio Manager, they take a hands-on approach to help clients achieve their personal financial goals.