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

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

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.

Backed by the strength of UBS

A global leader in wealth management

$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

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