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

UBS Year Ahead 2025

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.

Read the report

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As of 06/30/2024

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