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
  • NC
  • NV
  • OK
  • OR
  • TN
  • 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

Three generations in apple orchard

Turn possibilities into a plan

US equity market outlook

Mountain climbers on peak at sunrise

A leading global wealth manager

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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