$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Senior Vice President–Wealth Management
Mark Ruccolo has been with UBS since 1995 and is a Vice President of Wealth Management. He began his career as a Financial Advisor with American Express in 1992. Mark holds the respected CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He obtained his (CFP®) through a rigorous program of study and training. In addition, Mark holds Series 7, 31, 63, and 65 securities licenses and is licensed in life and health insurance. Mark offers a wide array of wealth management services, including financial planning, retirement planning, estate planning and investment planning strategies. Ultimately, the value he brings to his clients is a combination of trust, expertise and understanding of their needs. With all that, Mark helps his clients achieve their financial goals and provides them with peace of mind. From 1986 to 1992, Mark served in the United States Navy. He is active in a number of community organizations. Mark also volunteers for American Corporate Partners as a mentor for honorably discharged Military Personel entering the workforce. Mark enjoys snowboarding, camping, cooking, and photography. Mark and his wife Andrea have been married since 1991and have two sons, Sebastian and Theodore. They reside in Highlands Ranch, Colorado.
Personal & Community
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
For your financial well-being
Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.
We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager