Michael D Baer, AGT - Financial Design Group

Park Avenue Securities, based in Madison, WI, is a trusted wealth management destination that offers objective wealth management solutions tailored to individual client needs. With a focus on financial professionals, the firm provides products and tools to help clients achieve financial success through strategic investment planning and simplified technology solutions. Recognized as a DALBAR Financial Intermediary Award winner for seven consecutive years, Park Avenue Securities prides itself on delivering an uncommon approach that prioritizes client growth and protection goals. The firm emphasizes the importance of trust in financial relationships, ensuring clients are supported in taking charge of their financial futures. Generated from the website

UBS Financial Services is a registered broker and dealer that provides wealth management solutions in the United States. It offers securities, trading, brokerage and related products and services. The company s home office in the United States is located in New York. UBS Financial Services is a part of UBS, which was formed in 1998 with the merger of Union Bank of Switzerland and Swiss Bank Corporation. UBS specializes in wealth management businesses, global investment, key assets, and is one of the leaders in Swiss corporate and individual client banking. It provides a range of wealth management services, such as asset management, estate planning, corporate finance and art banking services. Its client base includes financial institutions, advisors, central banks, charitable foundations and individual investors. Additionally, the company offers underwriting, advisory, brokerage and market making services. UBS has a staff of more than 75,000 employees worldwide. UBS Financial Services maintains one of its locations in Madison, Wis.

Paul Vosburgh, CFP, CIMA, CPWA, CRPS is a Senior Vice President - Wealth Management, Wealth Advisor, Senior Portfolio Manager, and Retirement Plan Consultant for UBS Financial Services Inc. in Madison, Wisconsin. With over 20 years of experience in the financial industry, Paul offers comprehensive advice and assistance in areas such as financial planning, retirement planning, estate planning strategies, and investing. UBS Financial Services Inc. is a global financial institution that provides a wide range of wealth management services to individuals and businesses. With a strong focus on understanding their clients' goals and priorities, UBS offers personalized solutions and expert guidance to help clients confidently pursue their financial objectives. With a history spanning over 160 years, UBS is known for its resilience and commitment to excellence in managing wealth.Generated from the website