Wealth advice for your life's goals

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Mark Williams

Senior Vice President–Wealth Management

Mark D. Williams is a Retirement Plan Specialist and Senior Portfolio Manager within the Portfolio Management Program for high net worth individuals. He has 16 years of industry experience. Mark began his career with Morgan Stanley and moved to UBS in 2008. He earned his Accredited Investment Fiduciary (AIF®) designation in 2010. Mark is part of an elite group of UBS Financial Advisors with the status of Senior Retirement Plan Consultant. These advisors are able to act as 3(21) or 3(38) fiduciaries to retirement plan sponsors. Mark obtained his Chartered Retirement Plan Consultant (CRPS®) designation in 2012.

Mark is very active in his community and is a big proponent of "giving back." He has served previously on various boards including: Polk State College Investment Committee and Polk Education Partnership STEM committee, which seeks to improve public education. Mark volunteers his time as a special projects math instructor at Vickery Creek Elementary and serves as a small group leader for 5th grade boys at Northpoint Community Church. He and his wife, Cori, have three children: Ty, Bryce and Brooke.

Registered States:
  • CA
  • CO
  • DE
  • FL
  • GA
  • IN
  • KY
  • MA
  • MD
  • MS
  • NV
  • OH
  • PA
  • PR
  • RI
  • TN
  • TX
  • VA
  • WA
  • WI
295 1st Street South
Winter Haven, FL 33880
  • (863) 298-3611

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