An experienced and committed team

For more than 30 years, Mark Moore has assisted the elite—corporate leaders, business owners and their families, and high net worth individuals—manage the challenges they face each day as they run their companies, raise their children and plan for a fulfilling future. His passion is to understand each client's concerns, needs and unique, evolving life to deliver customized advice, planning, and investment strategies to help clients meet their personal goals. As a Private Wealth Advisor, Mark not only brings clarity and stewardship to your financial world, but complete dedication to helping you, your family and your business make the best decisions today and tomorrow.

Mark is a UBS Managing Director, one of just a few across the world with this distinguished title. His training includes exclusive and rigorous training in financial planning, asset management and wealth transfer strategy. He was also named a Senior Portfolio Manager for his expertise in discretionary professional portfolio management, and a UBS Pinnacle Circle Advisor—a recognition reserved for less than 1% of the top advisors in the firm.

Mark earned his B.B.A. at the University of Texas at Austin, and his MBA from St. Edward's University. He is an active member of several local charitable organizations, serves on the Regents School of Austin Endowment Fund, and is a past member of the University of Texas Ex-Students' Association Investment Committee. Mark and his wife have three children, and he enjoys baseball, golf, fishing, and following University of Texas athletic programs.

Tim Oates joined UBS Financial Services Inc, in 2004 and has more than 20 years of financial service industry experience. He earned his BBA in Finance from the University of Notre Dame, and previously served as a Senior Associate for the global accounting firm Coopers & Lybrand, LLP. Tim's training and areas of specialty include financial planning and serving as the insurance coordinator for 512 Wealth Partners. He is a Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor® (CEPA®), and provides clients with a robust knowledge to help clients holistically plan and reach their financial goals. 

He is married and the father of five wonderful children. Tim's philanthropic endeavors include delivering for Meals on Wheels since 2005, serving as a board member at The Rise School of Austin from 2015-2020, and is a past president of the Notre Dame Club of Austin. In his time away from the office he loves to play golf, mountain bike, snowboard and traveling with his family.

Prior to joining UBS in 2008, Jay worked at Morgan Stanley for 24 years. His experience through bull and bear markets has provided him with valuable insight into financial markets and how to help clients prudently manage their wealth in both favorable and volatile market environments. Jay has distinguished himself by earning the coveted Certified Investment Management Analyst (CIMA) designation through a comprehensive program at The Wharton School, University of Pennsylvania in Philadelphia, PA. 

Outside of the office, Jay is an avid golfer, and he and his family enjoy international travel and outdoor adventures. During his travels, Jay has summited Mt. Kilimanjaro, ABC in Nepal, and trekked in Peru and Iceland. He is active in the Austin community through his involvement with WVU and UT Foundations, Trinity Episcopal School, The Nobelity Foundation, and is a former governor at Barton Creek Country Club. 

Prior to becoming a financial advisor, Jordan spent time on the floors of both the Chicago Mercantile Exchange and the New York Stock Exchange, and many years as an institutional equity trader for Jefferies & Company. With more than 25 years of financial industry experience, he has weathered both challenging and rewarding market cycles and offers clients a seasoned perspective that enables them to achieve their goals. Jordan earned a B.A. in Finance from Michigan State University. 

Jordan and his wife stay busy raising their active teenage identical twins and their border collie. Outside the office, he spends his free time hiking, cheering on his kids in their athletics, and is a black belt of Brazilian Jiu Jitsu at Gracie Humaita. He is also a graduate of the Glass Leadership Institute of the Anti-Defamation League.

David Wright joined UBS Financial Services Inc. in 2013 and has more than two decades of financial industry experience. By engaging, listening to, and creating a client-centric financial plan, David has a foundation to utilize the vast resources that UBS offers to deliver a holistic wealth management solution for clients. He holds a B.S.B.A. from the University of Arkansas.

David and his wife have two children. They are involved supporters of CASA of Travis County and The Austin Stone. In his free time he likes to fish, go to the ranch, and spend time with his family.

Spencer Moore joined UBS Financial Services Inc, and 512 Wealth Partners in 2025 and has more than seven years of financial service industry experience. As a lifelong Austinite who made quick stops in Memphis and Chicago, Spencer is excited to be back in his hometown helping serve and plan for the financial needs of clients in the ever-changing and rapidly growing city of Austin, TX. Using prior experience, Spencer applies a rigorous work ethic and watchful eye to the dynamic financial services industry, but understands the core of everything 512 Wealth Partners does starts with the most important foundation pieces--relationships and trust.

Spencer and his wife got married in 2024 and live in beautiful downtown Austin. Outside of the office, the two enjoy spending their time outside whether it is visiting one of Austin’s many parks and festivals, golfing, fly fishing or floating/surfing in nearby Lake LBJ. They are fervent supporters of University of Texas athletics with an occasional Notre Dame game mixed in so she can stay true to her alma mater.

Jennifer began her career with UBS in 2008 in the Oklahoma City branch where she managed a team of four with a focus on individual clients and corporate 401(k) plans. A native Texan, she transferred to the Austin branch in the fall of 2012 to continue her career. In Austin, Jennifer continues to work with individual clients with an emphasis on holistic wealth management as well as team management. She is fully registered (Series 7, 63, and 66), serves as a peer coach for Client Service Associates.

Prior to joining UBS, Jennifer was a book editor and worked in media relations. She is a graduate of Abilene Christian University with a B.A. in English, and a B.S. in Public Relations and Advertising. Within the Austin community, Jennifer is an active member of the Junior League of Austin, having served on multiple fundraising committees. She also donates and her time and talents as a volunteer for CASA of Travis County, Texas Great Pyrenees Rescue Group, Skillpoint Alliance, and is a past member of the SXSW Film Quality Control Team. She and her husband have two children and enjoy traveling, tennis, golf, trying new Austin cuisine, and spending time with their dog.