Financial planning and beyond

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Windmill

Marc Andrew Hamlin

Vice President–Wealth Management

Financial Advisor

Marc joined UBS Financial Services, Inc. in February of 2014 following graduation from The University of Texas at Austin. In addition, he served as an Intelligence Analyst for the United States Air Force in active and state guard commitments for a total of 10 years. Focusing on his clients, he emphasizes a comprehensive wealth management strategy incorporating liability management, estate planning strategies, income planning, and active asset allocation. Marc believes that the objective to market participation is to be rewarded over the long term for patient, well-diversified, risk-appropriate, fundamental investing. 
 

Registered States:
  • CA
  • CO
  • FL
  • IL
  • MD
  • MI
  • MO
  • NC
  • NV
  • NY
  • OK
  • OR
  • TN
  • TX
  • WA
  • WY

Education

  • B.A. in Government, History, and Middle Eastern Studies, The University of Texas at Austin
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (469) 440-0339

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational 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 ubs.com/wealthway.

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

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