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
  • MT
  • NC
  • NJ
  • NV
  • OK
  • PA
  • 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

Email Me

Focus on liquidity management

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights