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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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.
Education
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.
Education
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
