Financial Advisor
William “Mark” Aderholdt is a CERTIFIED FINANCIAL PLANNER™ professional who joined UBS in 2010 after graduating from Virginia Tech with a degree in Finance. He focuses on delivering comprehensive financial planning advice that is tailored to the unique needs of each client and is designed to help them navigate through the uncertainties and risks of today’s world with greater clarity and confidence. Mark brings both technical experience and a client-first mindset to this task and is able to draw upon the extensive specialized resources of UBS in financial and estate planning, economics, investment research, and capital markets.
Outside the office, Mark is a devoted husband and father of two young boys. He enjoys an active lifestyle and spending time outdoors, whether it’s exploring new trails, fishing, or seeking local waterfalls with his family. An avid cyclist, he is active in the local cycling community, leading group rides and promoting trail stewardship as a board member for the local mountain bike organization, Upstate SORBA. Mark’s wife, Paige, is an Oncologist with Prisma Health Cancer Institute.
Education
Credentials
Financial Advisor
William “Mark” Aderholdt is a CERTIFIED FINANCIAL PLANNER™ professional who joined UBS in 2010 after graduating from Virginia Tech with a degree in Finance. He focuses on delivering comprehensive financial planning advice that is tailored to the unique needs of each client and is designed to help them navigate through the uncertainties and risks of today’s world with greater clarity and confidence. Mark brings both technical experience and a client-first mindset to this task and is able to draw upon the extensive specialized resources of UBS in financial and estate planning, economics, investment research, and capital markets.
Outside the office, Mark is a devoted husband and father of two young boys. He enjoys an active lifestyle and spending time outdoors, whether it’s exploring new trails, fishing, or seeking local waterfalls with his family. An avid cyclist, he is active in the local cycling community, leading group rides and promoting trail stewardship as a board member for the local mountain bike organization, Upstate SORBA. Mark’s wife, Paige, is an Oncologist with Prisma Health Cancer Institute.
Education
Credentials
Senior Registered Client Associate
Joyce joined UBS Financial Services in 2015 as a Senior Registered Client Associate and is an integral part of our business. You will appreciate her commitment to you and long-standing experience in the financial services industry with your initial contact. Joyce will assist you with any administrative aspects of your accounts and will handle your requests quickly and professionally.
Senior Registered Client Associate
Joyce joined UBS Financial Services in 2015 as a Senior Registered Client Associate and is an integral part of our business. You will appreciate her commitment to you and long-standing experience in the financial services industry with your initial contact. Joyce will assist you with any administrative aspects of your accounts and will handle your requests quickly and professionally.
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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