How can you pursue what matters most?

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.

Oculus NYC

Marc Cimmino, CFA

Financial Advisor

Chartered Financial Analyst®

Marc Cimmino graduated from Virginia Tech in 2010 with a degree in Finance and minors in Global Business and Economics.  He got his start in the financial services industry in 2011 with Charles Schwab in Denver, Colorado, and went on to become a lead advisor in their Private Client group in 2014.  In 2015 he earned the Chartered Financial Analyst designation, exemplifying a strong understanding of advanced investment analysis and real-world portfolio management skills.  In 2018, he was recruited by a seasoned team of advisors from UBS in Norfolk, VA.  As a part of this team, he is responsible for guiding clients through a common sense, process-driven, approach to wealth management.  Marc works closely with his client’s accountants, attorneys and other specialists to execute a coordinated and comprehensive plan, designed to grow, protect, and use their assets in the most tax-efficient way possible.  The team specializes in serving retirees, private business owners, professionals with equity compensation, and those who want to make an impact on their families, communities, and the world through philanthropy.  In the summer of 2022, Marc was chosen by the team to establish a presence in Denver, Colorado to better serve our clients in the western US and drive further expansion.


Marc and his wife Marlana are excited to be back in the mountains of Colorado.  Marc is an avid mountain biker, trail runner, and triathlete.  He completed his first full distance triathlon at IRONMAN Indiana in October of 2021.  Marlana enjoys yoga, hiking and most of all, Boston Terriers.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VI
  • WA


  • B.S. Finance, Virginia Tech


  • Chartered Financial Analyst®
440 Monticello Ave
20th Floor
Norfolk, VA 23510
  • (757) 624-2563

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.


Investment management

Advice. Beyond investing.

Business transition and succession planning

Business transition and succession 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

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager