Your wealth. For generations.

Create your legacy for those who matter

Oculus

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.

Three generations in front yard
  • Mark Ingle

    Mark Ingle

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • FL
    • GA
    • IL
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MS
    • NC
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA
    • WY

    Mark, a Senior Vice President in Wealth Management with UBS, began his career in 1984 with E.F. Hutton. With over 35 years of experience in the financial services industry, Mark focuses on a comprehensive wealth management strategy for affluent clients, families and institutions.

    Mark obtained his Certified Financial Planner designation in 2009, in order to deepen his knowledge on trust services, tax and estate planning, business succession planning and insurance needs. Mark is committed to understanding his client's financial goals, desires and greatest concerns while working together to develop a financial plan. 

    Mark earned a B.S. in Finance from The University of Tennessee. He and his wife, Kim, are members of First Centenary United Methodist Church where he serves on the permanent endowment fund committee. Mark is also involved with The Baylor School Alumni Board. 

        • CERTIFIED FINANCIAL PLANNER™
        One Union Square
        Suite 100
        Chattanooga, TN 37402
      • Meredith Trautschold

        Meredith Trautschold

        Financial Advisor

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        • GA
        • TN

        Meredith joined Mark and UBS in 2010. Currently in her role as a Senior Wealth Strategy Associate, Meredith focuses on wholistic financial planning to address the needs and goals of clients, families and institutions. 

        Meredith's primary responsibility is building, implementing, monitoring and amending customized wealth management strategies, including retirement, estate planning and business succession planning. 

        Meredith earned a Bachelor's degree in Finance from The University of Tennessee. She has attained all of the necessary securities licenses as well as licenses in insurance. Meredith and her husband, Brian, live in North Chattanooga and stay very busy with their three boys.

            • CERTIFIED FINANCIAL PLANNER™
            One Union Square
            Suite 100
            Chattanooga, TN 37402
          • Kayla Coyle

            Kayla Coyle

            Wealth Management Associate

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            • GA
            • MD
            • TN

            Kayla is a Wealth Management Associate with over 7 years of experience at UBS. Kayla specializes in building client relationships and providing service oriented solutions. Kayla strives to ensure our client experience exceeds expectations, and that we provide proactive solutions for our clients and their legacies. 

            Before joining UBS, Kayla ran a successful practice through a local gym where she focused on helping clients achieve a widespread set of goals. Today, Kayla still has a passion for health and exercise and can still be spotted at the gym, trail running, hiking or paddling with her friends and family. 

                  One Union Square
                  Suite 100
                  Chattanooga, TN 37402

                Defining your priorities. Pursuing what matters.

                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                The Year Ahead - Sustainable Investing

                Portfolio management

                Portfolio management

                Multigenerational wealth planning

                Multigenerational wealth planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager