Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

rowing

Mario Lepore II, CRPS

First Vice President–Wealth Management

My goal as a Vice President of Investments and Chartered Retirement Plan Specialist is to assist plan sponsors in meeting the criteria established under ERISA through our world-class retirement plan capabilities. As one of a select group of financial advisors qualified to participate in the firm's DC Advisory Program, I can assist with the three primary needs of defined contribution clients: Provider Search; Investment Consulting; and Employee Education Consulting. Furthermore, the DC Advisory Program permits me to offer full fee transparency.

Registered States:
  • CA
  • CO
  • CT
  • MI
  • NE
  • NY
  • OH

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Senior Retirement Plan Consultant
325 N. Old Woodward Ave
Suite 200
Birmingham, MI 48009
  • (248) 645-7036

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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