Let's move forward. Together.

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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Mark Abramson

First Vice President–Wealth Management

Financial Advisor

My passion is delivering personalized attention, frequent communication, and comprehensive planning to my clients. These are a few of the services that they can expect from my team and me. Through a disciplined process of wealth management, that includes investment advice and estate planning, as well as preparing for retirement and educational needs our clients are our number one focus. Every individual deserves a unique and comfortable experience.

I began my career as a financial advisor in 1981 with Bache & Co. and joined UBS Financial Services in 2008. Professional designations that I have earned include Certified Wealth Strategist (CWS®), a focused title that aligns the needs of financial services firms, advisors, and consumers. As well, I am a UBS certified Wealth Advisor, which enables me to confidently address complex client needs with a comprehensive array of wealth management services. I received a bachelors degree from Tulane University and a masters degree from the University of Southern California. 

Originally from Albany, New York, I moved to central Florida in 1971, and currently live in Maitland with my wife, Laura. Our three children live in Israel, Chicago, and Orlando. I am very active in community service, serving on the board of Share the Care, an organization that provides support services to senior citizens and their permanent caregivers as well as on the board of the EnzianFilm Society, a nonprofit art-house theater that sponsors the Florida Film Festival. In addition, I was on the board and finance committee of Camp Ramah Darom in Atlanta, as well as on the Investment Committee for the Central Florida Foundation. In my spare time, I enjoy spending time with my family, watching movies and writing a blog about the films I've seen as well as gardening.

 

Registered States:
  • CA
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • LA
  • MA
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WI

Education

  • B.A, Tulane University
  • Masters Public Administration, University of Southern California

Credentials

  • Certified Wealth Strategist®
  • Portfolio Manager
  • Wealth Advisor
201 North New York Ave
Winter Park, FL 32789
  • (407) 872-6327

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

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