The right moves for your financial future

As UBS Wealth Advisors, we understand that wealth management is more than just access to the wide range of financial services and solutions. You need those services and solutions tailored to your unique situation to help pursue your personal financial goals and dreams. We're here to help you embrace your financial future.

Pensive Man On Boat

Mark D. Morgan

Senior Vice President–Wealth Management

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • HI
  • ID
  • MI
  • NV
  • OK
  • OR
  • TX
  • VA
  • VT
  • WA

Education

  • B.S. Bus Administration,Dual Major: Accounting and Finance, California Polytechnic State University - San Luis Obispo
  • Certified Private Wealth Advisor , University of Chicago Booth School of Business
  • Certified Financial Manager , The School of Advanced Financial Management

Credentials

  • Wealth Advisor
20 Pacifica
Suite 1500
Irvine, CA 92618
  • (949) 453-5168

Email Me

Focus on liquidity management

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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

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