Douglas Carroll, CFP-UBS Financial Services Inc, 98 San Jacinto Blvd, Ste 600, Austin, TX 78701, US

John Puailoa, CFP, ChFC is an experienced financial advisor and account vice president at UBS Financial Services Inc. in Austin, TX. With a background in personal banking and a unique skill set developed through his education at Berklee College of Music, John provides valuable insight on lending and investment strategies to help clients reach their financial goals. He is dedicated to organizing and structuring his clients' financial lives, ensuring that short-term needs do not overshadow long-term objectives. John's expertise in financial planning, investment management, and problem-solving, combined with his commitment to community service through organizations like Guitars 4 Vets and Meals on Wheels, make him a trusted and well-rounded advisor. UBS Financial Services Inc. is a leading global financial institution that has been serving clients for over 160 years. With a strong focus on wealth management, UBS is committed to understanding the unique needs and goals of each client. Their team of experienced advisors, including John Puailoa, CFP, ChFC, provides comprehensive financial planning services, including lending, investment strategies, long-term care planning, retirement planning, and legacy planning. UBS is known for its excellence in delivering tailored solutions and guiding clients through various financial challenges and market opportunities. As a trusted and respected global bank, UBS is dedicated to helping clients achieve their financial aspirations.Generated from the website

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