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:
  • AL
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IL
  • KY
  • LA
  • MI
  • MO
  • MS
  • 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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Family (financial) ties

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Are you ready for anything?

A Liquidity strategy can help.

In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

Backed by the strength of UBS

A global leader in wealth management

$3.3 trillion

In invested assets globally 
As of 12/31/2021

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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