Retirement planning. It's about time.

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Co-workers in a lobby

Mark Ray Joffrion, CRPC

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IL
  • KY
  • LA
  • MI
  • MO
  • NC
  • NJ
  • NV
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA

Education

  • BS Accounting, University of Houston
  • MBA Finance, University of Houston

Credentials

  • Chartered Retirement Planning Counselor
2525 Bay Area Boulevard
Houston, TX 77058
  • (281) 709-0444

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Debt ceiling and inflation

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Exceptional financial strength and stability

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.

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$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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