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
    • HI
    • KS
    • KY
    • MN
    • MS
    • NC
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    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.

        • CERTIFIED FINANCIAL PLANNER™
        One Union Square
        Suite 100
        Chattanooga, TN 37402
        mark.ingle@ubs.com
        Mark Ingle
        One Union Square,Chattanooga,TN,37402
      • Meredith Trautschold

        Meredith Trautschold

        Financial Advisor

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        • AL
        • AR
        • CA
        • CO
        • FL
        • GA
        • MN
        • NC
        • NM
        • NV
        • NY
        • OK
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA

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

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

        Meredith earned a Bachelor's degree in Finance from The University of Tennessee. She has attained her FINRA Series 7, and 66 securities licenses as well as her Health and Life Insurance Licenses. 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
            meredith.trautschold@ubs.com
            Meredith Trautschold
            One Union Square,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.

          Why does A.I. in space matter?

          Portfolio management

          Portfolio management

          Multigenerational wealth planning

          Multigenerational wealth planning

          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.

          Gain additional insights into the trends shaping wealth in the US and around the world.

          Download the report

          A leader in wealth management

          Backed by the strength of our parent company, UBS AG

          $5.8+ trn

          UBS Group invested assets
          As of 03/31/2024

          51 countries

          Our global footprint

          Global leader

          UBS is a leading and truly global wealth manager

          Insights