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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
With more than 25 years of financial services experience, Marc joined UBS Financial Services Inc. from Wachovia Securities, where he was Managing Director–Investments. Marc is dedicated to providing high quality service to his clients. His background as an analyst affords him the ability to help create strategies for his clients that are appropriate for their goals, needs and risk tolerance. Working primarily with high net worth individuals, Marc's areas of focus include retirement planning, estate planning and wealth transfer strategies.
Credentials
Senior Vice President–Wealth Management
With more than 25 years of financial services experience, Marc joined UBS Financial Services Inc. from Wachovia Securities, where he was Managing Director–Investments. Marc is dedicated to providing high quality service to his clients. His background as an analyst affords him the ability to help create strategies for his clients that are appropriate for their goals, needs and risk tolerance. Working primarily with high net worth individuals, Marc's areas of focus include retirement planning, estate planning and wealth transfer strategies.
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
