A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Three generations in front yard

Mark DeSalvo

Senior Vice President–Wealth Management

Professional Experience

  • UBS Financial Services Inc.  - Senior Vice President – Wealth Management 
    Norfolk, VA  - November 2011  - Present
  • RBC Wealth Management  - Vice President of Investments 
    Virginia Beach, VA  - March 2009  - November 2011
  • Ferris Baker Watts  - Senior Vice President of Investments 
    Virginia Beach, VA  - September 2005  - March 2009
  • Morgan Stanley  - Vice President - Investments 
    Virginia Beach, VA  - June 1989  - September 2005

Education

  • East Carolina University
     

Licenses

  • Series 3, 7, 8, 65 and 66
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IN
  • MA
  • MD
  • ME
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV

Education

  • East Carolina University

Credentials

  • Portfolio Manager
440 Monticello Ave
20th Floor
Norfolk, VA 23510
  • (757) 624-2570

Email Me

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Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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As of 03/31/2024

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