Generational Wealth Group
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How can you pursue what matters most?

[Wealth Way] Multigenerational planning

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.

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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.

  • Mark Aldo DeSalvo

    Mark DeSalvo

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
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    View bio
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IN
    • MA
    • MD
    • NC
    • NE
    • NJ
    • 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
      mark.desalvo@ubs.com
      Mark DeSalvo
      440 Monticello Ave,Norfolk,VA,23510
    • Mark Aldo DeSalvo

      Mark DeSalvo

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      View bio
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • ID
      • IN
      • MA
      • MD
      • NC
      • NE
      • NJ
      • 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
        mark.desalvo@ubs.com
        Mark DeSalvo
        440 Monticello Ave,Norfolk,VA,23510

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      A way forward

      Understanding your life, your wealth and what you want to accomplish.

      We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

      Let's talk about how we can help you plan for the life you want

      Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

      Contact us

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      More than 160 years

      offering financial advice

      Global leader

      UBS is a leading and truly global wealth manager

      $5.9+ trn

      UBS Group invested assets
      As of 06/30/2024

      Insights

      Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

      As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

      Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

      Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

      Unless we separately agree in writing, we do not monitor your brokerage account, and you make the ultimate decision regarding the purchase or sale of investments. You can ask us to review your brokerage account and provide you with investment recommendations at any time.

      Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

      For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

      Notice for Non-U.S. Investors . Notice for Non-Puerto Rico Investor . Order Routing Disclosure . Statement of Financial Condition. Statement of Financial Condition- UBS FSI of Puerto Rico. Best Execution Statement. Loan Disclosure Statement. Account Sweep Yields. Advisory & Brokerage Services. CFP Board's Trademark Disclaimer. Important Information About Auction Rate Securities (Not for Puerto Rico). Futures Commission Merchant (FCM) Information for UBS Financial Services Inc . Agreements and Disclosure 

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