A plan for today, tomorrow and generations to come

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.

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Marc Alan Jackowitz

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.

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • GA
  • IN
  • KY
  • LA
  • MA
  • MD
  • MO
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA

Credentials

  • Senior Portfolio Manager
500 N Hurstbourne Pkwy
Suite 300
Louisville, KY 40222
  • (502) 326-2575

Email Me

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Turn possibilities into a plan

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A leading global wealth manager

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ElectionWatch 2024

Investment insights on the US elections

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.

In addition, our ongoing UBS ElectionWatch coverage offers market insights and election scenario analyses to help you stay up to date. We’re here to help you make informed investment decisions, no matter the election outcome.

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Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

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