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:
  • AL
  • CA
  • CO
  • FL
  • IL
  • MD
  • MI
  • MO
  • NC
  • NM
  • NV
  • NY
  • OK
  • OR
  • 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

Why does A.I. in space matter?

Outlook on interest rates

Tree

UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights