How can you pursue what matters most?

Road through mountains

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Grandmother laptop

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.

  •  Mark Aldo DeSalvo

    Mark DeSalvo

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IN
    • MA
    • MD
    • ME
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WI
    • WV

    Whether due to his upbringing as part of a big, close-knit Italian family or to the many situations he’s helped families navigate over his 30+ year career as an investment manager, families are Mark DeSalvo’s focus. More specifically, Mark and his team take a personalized approach to helping multigenerational families meet their goals by developing and implementing individually tailored financial plans and investment strategies.

    Mark began his career in wealth management in 1987 after graduating from East Carolina University with a B.B.A. in finance. Over his career he has held positions as a Financial Advisor and as a Branch Manager with Morgan Stanley and RBC Wealth Management. Mark joined the Norfolk office of UBS in 2011.

    As the head of the Generational Wealth Management group, Mark keeps busy in the office, as well as out of the office. In addition to volunteering with Food Bank of Southeastern Virginia  and Children’s Hospital of The Kings Daughters, Mark is an avid long-distance biker and also plays in a classic rock band. Mark has three daughters and lives in Chesapeake, VA.

      • East Carolina University
      • Portfolio Manager
      440 Monticello Ave
      20th Floor
      Norfolk, VA 23510
    • image

      Katelin Shield

      Client Associate

      • image
      • image
      • image
      • FL
      • MD
      • NC
      • NJ
      • PA
      • VA

      Katelin has been interested in financial markets since she was a child, when her parents showed her the ins and outs of saving and investing. Her internship with a financial services group while in college added real world experience to what she learned at home. In 2008 she joined Edward Jones as a financial advisor; she arrived at UBS in 2010 and joined the Generational Wealth Group in 2022.

      Katelin lives in Virginia Beach with her husband, Adam, and their son, Tommy. She enjoys traveling, baking, wine tasting and spending time at the beach and with family.

            440 Monticello Ave
            20th Floor
            Norfolk, VA 23510

          Focus on liquidity management

          CIO House View monthly livestream

          Tree

          UBS and Credit Suisse—stronger than ever

          Managing wealth is our craft

          We’re committed to understanding what wealth means for you.

          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

          Backed by the strength of UBS

          A global leader in wealth management

          $5+ trillion

          In invested assets globally 
          As of 11/07/2023

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

          Insights