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

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

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