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Marcus Fagersten, CPWA®

Managing Director–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

Recognized as an industry leader:

  • Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
  • Barron's Top 1,200 Financial Advisors, 2024
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Wealth Advisor
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

marcus.fagersten@ubs.com
Marcus Fagersten, CPWA®
555 California Street,San Francisco,CA,94104

Ranjeev Hira

Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

ranjeev.hira@ubs.com
Ranjeev Hira
555 California Street,San Francisco,CA,94104

Robert Villecorse, CFP

Senior Vice President–Wealth Management

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Senior Portfolio Manager
  • Corporate Stock Benefit Consultant
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

robert.vallecorse@ubs.com
Robert Villecorse, CFP
555 California Street,San Francisco,CA,94104

Christopher Scroggins

Managing Director–Wealth Management

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI

Credentials

  • Wealth Advisor
1255 Treat Blvd
Suite 1000
Walnut Creek, CA 94597

Email Me

chris.scroggins@ubs.com
Christopher Scroggins
1255 Treat Blvd,Walnut Creek,CA,94597

Alexander Taft

Managing Director–Wealth Management

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • RI
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Credentials

  • Senior Portfolio Manager
2 Belvedere Place
Suite 220
Mill Valley, CA 94941

Email Me

alex.taft@ubs.com
Alexander Taft
2 Belvedere Place,Mill Valley,CA,94941

Steve Davis

Senior Vice President–Wealth Management

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Corporate Stock Benefit Consultant
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

steven.davis@ubs.com
Steve Davis
555 California Street,San Francisco,CA,94104

Olga Vaillant

Senior Client Associate

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
6900 South McCarran Boulevard
Suite 1020
Reno, NV 89509

Email Me

olga.vaillant@ubs.com
Olga Vaillant
6900 South McCarran Boulevard,Reno,NV,89509

Leslie Martinez

Senior Client Associate

2 Belvedere Place
Suite 220
Mill Valley, CA 94941

Email Me

leslie.martinez@ubs.com
Leslie Martinez
2 Belvedere Place,Mill Valley,CA,94941

Victoria Chu

Senior Client Associate

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • PR
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
400 South El Camino Real
Suite 900
San Mateo, CA 94402

Email Me

victoria.chu@ubs.com
Victoria Chu
400 South El Camino Real,San Mateo,CA,94402