Let's move forward. Together.

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.


Mark Holcomb

First Vice President–Wealth Management

Mark has over 39 years of Wealth Management experience. He focuses on providing wealth management strategies and portfolio management, helping clients to grow and protect their wealth. His ultimate goal is for his clients to comfortably and confidently achieve their financial lifestyle dreams.

Mark resides in Millcreek, PA and Chautauqua Lake, NY with his wife Becky. Their son David, is a Phi Beta Kappa graduate of Case Western Reserve University, and is a graduate of the Law School at Yale University. He began his law career as an Associate at the law firm of Ropes & Gray LLP in Boston, MA.  He is currently Assistant U.S. Attorney for the Federal Prosecutor's Office in Boston.  David currently resides in Cambridge, MA.

Their daughter Michelle, is a Phi Beta Kappa graduate of Allegheny College, and past captain of the Lady Gators Women's Soccer Team. She holds a Masters and PhD degree from the University of Pittsburgh, and is currently teaching Cognitive Psychology at Pitt.  Michelle currently resides with her husband Trevor, and their new daughter, Cecilia, in the Pittsburgh area of Brookline, PA.


Personal & Community

  • Past President of the Rotary Club of Kearsarge
  • Paul Harris Fellow
  • Member of the Estate Planning Council of Erie
  • 32° Mason with the Peacock Lodge in Mayville, NY and the Valley of Erie

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • NC
  • NH
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA
  • WI


  • Bachelor of Science Degree in Business Administration, Rochester Institute of Technology
  • Chartered Retirement Planning Counselor designation (CRPC®), College of Financial Planning


  • Chartered Retirement Planning Counselor
100 State Street
Fourth Floor, Suite 460
Erie, PA 16507
  • (814) 461-7013

Email Me

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Stacey M. Margraves

    Client Associate

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    • FL
    • NY
    • OH
    • PA
    • TX

    Stacey joined the UBS team in December 2018 and prides herself on delivering excellent client service.  She brings over 15 years experience to the table servicing our clients' needs with her time at UBS, previous work in banking, and time with the Erie County Courthouse.  She is currently working on progressing her career with UBS to become a Financial Advisor so she may continue growing her clients' wealth, fostering the wonderful relationships she's developed, and creating many new ones. 

    A resident of Millcreek Township, Stacey and her husband, Mike, have been happily married for 20 years and are the proud parents of two.  Their son, Brenden, is a Freshman at Mercyhurst Preparatory School.  When he's not taking the field for the MPS baseball team, he is crooning with the concert choir or playing ice hockey with a local travel team.  Their daughter, Hayley, is a 4th grader at a local elementary school with a passion and talent for gymnastics and art.

    When Stacey isn't running with her kids to games, practices, and school events, she and her husband enjoy playing ice hockey in a local adult league, bowling, and playing softball.

      • Gannon University, Bachelor of Arts - Criminal Justice: 2001 - 2005
        100 State Street
        Fourth Floor, Suite 460
        Erie, PA 16507

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