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.

Start the conversation

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.

Mark Ingle

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- KY
- MS
- NC
- NM
- 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 strategies, 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.
One Union Square
Suite 100
Chattanooga, TN 37402

mark.ingle@ubs.com

Mark Ingle

One Union Square,Chattanooga,TN,37402
Meredith Trautschold

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- NC
- NM
- 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.
One Union Square
Suite 100
Chattanooga, TN 37402

meredith.trautschold@ubs.com

Meredith Trautschold

One Union Square,Chattanooga,TN,37402

Mark Ingle

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- KY
- MS
- NC
- NM
- 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 strategies, 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.
One Union Square
Suite 100
Chattanooga, TN 37402

mark.ingle@ubs.com

Mark Ingle

One Union Square,Chattanooga,TN,37402
Meredith Trautschold

Financial Advisor
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- NC
- NM
- 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.
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.

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that 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.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

A leading global wealth manager

Maximize your potential wealth

Texas flood relief

Support and resources

Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

Learn how you can get involved and make an impact through the UBS Optimus Foundation.

^{The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.}

Get involved

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$6 trn

UBS Group invested assets
As of 12/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager