$5+ trillion
In invested assets globally
As of 11/07/2023
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
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.
$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