A legacy for generations

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Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Clark H. Bacon Profile Picture

    Clark Bacon

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
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    • LA
    • MA
    • MD
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    • MI
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    • VT
    • WA
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    Clark specializes in delivering comprehensive wealth management strategies to high net worth families and individuals. He also advises and provides access to capital markets for institutional entities such as family offices, hedge funds and private equity firms. Clark previously worked in the Specialized Equity Transactions Group (SETG) at UBS, advising institutional clients on the sale of restricted equity positions. A native of Washington D.C., Clark graduated with a B.B.A from the Cox School of Business at Southern Methodist University in Dallas, Texas and is a member of the school's Alumni Board. Clark has worked with several non-profit organizations and currently serves on the Cedars-Sinai Medical Center Board of Governors.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • Cox School of Business at Southern Methodist University in Dallas, Texas , B.B.A
      131 South Rodeo Drive
      Suite 300
      Beverly Hills, CA 90212
    • Ruben Torres Profile Picture

      Ruben Torres

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • LA
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • MT
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • UT
      • VA
      • VI
      • VT
      • WA
      • WI
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
      • Forbes Best-in-State Wealth Advisors, 2022The 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.

      • University of Southern California , Degree in Business Administration
        100 SE 2nd Street
        Suite 2500
        Miami, FL 33131
      • Eunha Megan Yi Profile Picture

        Eunha Megan Yi

        Wealth Strategy Associate

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        • CA
        • CO
        • FL
        • LA
        • MO
        • NJ
        • PA
        • TX
        • VA
        • WA

         

        Megan is responsible for providing administrative and operational support for the team. She facilitates and maintains general account maintenance, trading, customized reporting, incoming/outgoing disbursements and product-related inquires.

        Megan earned her Bachelor of Science degree in Business Administration with an emphasis in Finance from the University of Southern California. She currently holds her Series 7 and 66 licenses. A native of Los Angeles, Megan is fluent in both English and Korean.

          • University of Southern California, Bachelor of Science degree in Business Administration with an emphasis in Finance
            131 South Rodeo Drive
            Suite 300
            Beverly Hills, CA 90212
          • Ruby Mardueno Profile Picture

            Ruby Mardueno

            Team Administrator

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            • AZ
            • CA
            • CO
            • NV
            • OR

            Ruby joined UBS Financial Services in September of 2007. She began her career as the Branch Office Administrator and is currently a Senior Registered Client Service Associate. She is the team's administrator and operations specialist, delivering the highest level of service to clients. Ruby facilitates and maintains client relationships, general account management, product related inquiries, and asset consolidation. Ruby received her Bachelor of Arts degree in Business Economics from The University California, Riverside. Ruby is FINRA-registered and holds her Series 7, 66, 9 and 10 securities licenses and is a registered California Life Agent.

              • The University California, Riverside, Bachelor of Arts degree in Business Economics
              • CERTIFIED FINANCIAL PLANNER™
              251 South Lake Avenue
              10th Floor
              Pasadena, CA 91101

            The Year Ahead - Sustainable Investing

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

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            As of 06/30/2022

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