Your wealth. For generations.

Create your legacy for those who matter

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.

Mark Ingle

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- CA
- CO
- FL
- GA
- HI
- KS
- KY
- MN
- MS
- NC
- NM
- NV
- 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 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

Financial Advisor
View bio
- AL
- AR
- CA
- CO
- FL
- GA
- HI
- KS
- KY
- MN
- MS
- NC
- NM
- NV
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- WA
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

Wealth Management Associate
View bio
- GA
- 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

Mark Ingle

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- CA
- CO
- FL
- GA
- HI
- KS
- KY
- MN
- MS
- NC
- NM
- NV
- 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 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

Financial Advisor
View bio
- AL
- AR
- CA
- CO
- FL
- GA
- HI
- KS
- KY
- MN
- MS
- NC
- NM
- NV
- OH
- OK
- PA
- SC
- TN
- TX
- VA
- WA
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

Wealth Management Associate
View bio
- GA
- 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.

Are markets going "Back to the Future"?

Portfolio management

Keeping abreast of the ever-changing global economy and world capital markets is more than a full-time job, particularly in the current environment. The Portfolio Management Program affords us a uniquely effective format with which to manage your invested assets needs on a fully discretionary basis. Our experience tells us that the pitfalls may best be avoided, and the opportunities maximized, through the adoption of a specific, definite and feasible plan in which all available investment options are exhaustively researched and then exploited with the disciplined approach PMP offers.

Multigenerational wealth planning

Strategies for each generation of your family

A lifetime financial strategy. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture over time. By focusing specifically on preserving multigenerational wealth, we can help you navigate the intersection of family, business, finance and legacy.

Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

_{Time frames may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Start the conversation

Are you a UBS Client?

Leave this empty:

Your wealth. For generations.

Mark Ingle

Meredith Trautschold

Kayla Coyle