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$7 trn
UBS Group invested assets
As of 12/31/2025
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Managing Director–Wealth Management
Financial Advisor
Mark graduated from Texas A&M University with a Bachelor of Business Administration in Finance. He is in his 25th year as a Financial Advisor and has significant experience in the investment field. Mark has a particular interest in investment strategy, money management and methods of reducing and/or deferring tax exposure. He takes a long-term and disciplined approach to investment management. Mark lives in Houston with his wife, Alexandra and two sons, Adam and Dylan.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Managing Director–Wealth Management
Financial Advisor
Mark graduated from Texas A&M University with a Bachelor of Business Administration in Finance. He is in his 25th year as a Financial Advisor and has significant experience in the investment field. Mark has a particular interest in investment strategy, money management and methods of reducing and/or deferring tax exposure. He takes a long-term and disciplined approach to investment management. Mark lives in Houston with his wife, Alexandra and two sons, Adam and Dylan.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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