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$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 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.
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.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
