Wealth advice for your life's goals

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.

Two people talking overhead

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:
  • AZ
  • DE
  • FL
  • GA
  • IN
  • KY
  • MA
  • MD
  • MS
  • NV
  • PA
  • PR
  • RI
  • TN
  • TX
  • VA
  • WA
295 1st Street South
Winter Haven, FL 33880

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Texas

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Insights

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings