Senior Client Associate
Ann is a native of Greensboro, NC and attended the University of North Carolina at Greensboro. Ann joined UBS in 2000 and has worked in the financial services industry since 1997. Ann also earned her FINRA Series 7 and 63 securities licenses. Previously, Ann worked for the US Postal Service as a manager in the Human Resources Department. Ann and her husband Randy bought and restored the old historic Ireland House in downtown Greensboro and maintain an interest in historic preservation. Ann and Randy have been married since 1971 and have two daughters and one grand daughter.
Education
Senior Client Associate
Ann is a native of Greensboro, NC and attended the University of North Carolina at Greensboro. Ann joined UBS in 2000 and has worked in the financial services industry since 1997. Ann also earned her FINRA Series 7 and 63 securities licenses. Previously, Ann worked for the US Postal Service as a manager in the Human Resources Department. Ann and her husband Randy bought and restored the old historic Ireland House in downtown Greensboro and maintain an interest in historic preservation. Ann and Randy have been married since 1971 and have two daughters and one grand daughter.
Education
Senior Wealth Strategy Associate
Mark graduated from Virginia Tech with a Bachelor of Science in Business, Majoring in Finance in 2010 and joined UBS at that time. Since then Mark has attained the CFP® certification and has begun to focus his attention on assisting clients with Financial Planning.
Mark and his wife, Paige, currently live in Greenville, South Carolina where Paige is completing her residency in internal medicine. In his free time Mark enjoys many outdoor activities and serves on the Board of Directors for the local mountain bike club, Upstate SORBA.
Education
Credentials
Senior Wealth Strategy Associate
Mark graduated from Virginia Tech with a Bachelor of Science in Business, Majoring in Finance in 2010 and joined UBS at that time. Since then Mark has attained the CFP® certification and has begun to focus his attention on assisting clients with Financial Planning.
Mark and his wife, Paige, currently live in Greenville, South Carolina where Paige is completing her residency in internal medicine. In his free time Mark enjoys many outdoor activities and serves on the Board of Directors for the local mountain bike club, Upstate SORBA.
Education
Credentials
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.
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.
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